Kestra Advisory Services, LLC: OC position timeline

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

Kestra Advisory Services, LLC held 42,274 OC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 42,274 shares
Change vs previous 13F -1,214 shares
0.02% of the 13F portfolio, value $6,719,850.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 37,213 shares
- Kestra Advisory Services, LLC: 5,061 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 43,488 shares
Change vs previous 13F +138 shares
0.01% of the 13F portfolio, value $4,709,391.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 39,204 shares
- Kestra Advisory Services, LLC: 4,284 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 43,350 shares
Change vs previous 13F +9,082 shares
0.02% of the 13F portfolio, value $4,851,288.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,499 shares
- Kestra Advisory Services, LLC: 4,851 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 34,268 shares
Change vs previous 13F -300 shares
0.02% of the 13F portfolio, value $4,847,483.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 28,894 shares
- Kestra Advisory Services, LLC: 5,374 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 34,568 shares
Change vs previous 13F +17,892 shares
0.02% of the 13F portfolio, value $4,753,689.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,946 shares
- Kestra Advisory Services, LLC: 4,330 shares
- Kestra Investment Management, LLC: 3,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 16,676 shares
Change vs previous 13F +11,367 shares
0.01% of the 13F portfolio, value $2,381,667.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,583 shares
- Kestra Advisory Services, LLC: 5,223 shares
- Kestra Investment Management, LLC: 2,870 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,309 shares
Change vs previous 13F -31 shares
<0.01% of the 13F portfolio, value $904,258.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Kestra Advisory Services, LLC: 2,873 shares
- Kestra Investment Management, LLC: 2,436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,340 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $942,688.
13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Kestra Advisory Services, LLC: 2,668 shares
- Kestra Investment Management, LLC: 2,672 shares
Acceptance time not in the bulk data set (spec §4.2).