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Kestra Advisory Services, LLC: OPEN position timeline

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

Kestra Advisory Services, LLC held 2,514,128 OPEN 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 2,514,128 shares
    Change vs previous 13F +457,607 shares

    0.03% of the 13F portfolio, value $11,615,270.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,504,088 shares
    • Kestra Advisory Services, LLC: 10,040 shares

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

  2. period ended2026-03-31
    13F 2,056,521 shares
    Change vs previous 13F +411,765 shares

    0.03% of the 13F portfolio, value $9,624,517.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,039,580 shares
    • Kestra Advisory Services, LLC: 16,941 shares

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

  3. period ended2025-12-31
    13F 1,644,756 shares
    Change vs previous 13F +447,376 shares

    0.03% of the 13F portfolio, value $9,588,926.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,636,618 shares
    • Kestra Advisory Services, LLC: 8,138 shares

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

  4. period ended2025-09-30
    13F 1,197,380 shares
    Change vs previous 13F +726,339 shares

    0.12% of the 13F portfolio, value $9,543,119.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 471,041 shares
    Change vs previous 13F +259,639 shares

    <0.01% of the 13F portfolio, value $251,065.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 211,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,630.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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