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Kestra Advisory Services, LLC: OBDC position timeline

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

Kestra Advisory Services, LLC held 67,374 OBDC 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 67,374 shares
    Change vs previous 13F -10,394 shares

    <0.01% of the 13F portfolio, value $732,359.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 67,374 shares

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

  2. period ended2026-03-31
    13F 77,768 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $860,105.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,314 shares
    • Kestra Advisory Services, LLC: 66,454 shares

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

  3. period ended2025-12-31
    13F 77,682 shares
    Change vs previous 13F +4,448 shares

    <0.01% of the 13F portfolio, value $965,586.

    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 73,234 shares
    Change vs previous 13F +10,949 shares

    <0.01% of the 13F portfolio, value $935,198.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 62,285 shares
    Change vs previous 13F +33,943 shares

    <0.01% of the 13F portfolio, value $893,173.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 28,342 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $415,494.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 28,044 shares
    Change vs previous 13F -9,758 shares

    <0.01% of the 13F portfolio, value $424,025.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 37,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $550,775.

    13F-HR 0001830819-24-000009 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).