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Kestra Advisory Services, LLC: NWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on NWBI, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 20,836 NWBI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,836 shares
    Change vs previous 13F -8,767 shares

    <0.01% of the 13F portfolio, value $315,872.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,603 shares
    Change vs previous 13F +21,889 shares

    <0.01% of the 13F portfolio, value $375,656.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,714 shares
    Change vs previous 13F +7,714 shares

    <0.01% of the 13F portfolio, value $92,569.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -26,493 shares

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F/A 26,493 shares
    Change vs previous 13F -4,243 shares

    <0.01% of the 13F portfolio, value $338,578.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,265 shares
    • Kestra Advisory Services, LLC: 13,986 shares
    • Kestra Investment Management, LLC: 242 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 30,736 shares
    Change vs previous 13F -926 shares

    <0.01% of the 13F portfolio, value $369,447.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,265 shares
    • Kestra Advisory Services, LLC: 18,229 shares
    • Kestra Investment Management, LLC: 242 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,662 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $417,621.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,265 shares
    • Kestra Advisory Services, LLC: 19,397 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $425,466.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,265 shares
    • Kestra Advisory Services, LLC: 19,534 shares

    Acceptance time not in the bulk data set (spec §4.2).