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Kestra Advisory Services, LLC: OCTW position timeline

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

Kestra Advisory Services, LLC held 230,127 OCTW 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 230,127 shares
    Change vs previous 13F -14,028 shares

    0.03% of the 13F portfolio, value $9,414,496.

    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 244,155 shares
    Change vs previous 13F +13,404 shares

    0.04% of the 13F portfolio, value $9,392,643.

    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 230,751 shares
    Change vs previous 13F +22,220 shares

    0.04% of the 13F portfolio, value $8,999,289.

    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 208,531 shares
    Change vs previous 13F -50,381 shares

    0.04% of the 13F portfolio, value $7,993,097.

    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 258,912 shares
    Change vs previous 13F +18,994 shares

    0.05% of the 13F portfolio, value $9,582,333.

    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 239,918 shares
    Change vs previous 13F -26,625 shares

    0.04% of the 13F portfolio, value $8,425,920.

    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 266,543 shares
    Change vs previous 13F +55,722 shares

    0.05% of the 13F portfolio, value $9,477,416.

    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 210,821 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,399,817.

    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).