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Disclosery

Kestra Advisory Services, LLC: OPENW position timeline

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

Kestra Advisory Services, LLC held 53,247 OPENW 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 53,247 shares
    Change vs previous 13F +2,663 shares

    <0.01% of the 13F portfolio, value $26,357.

    13F-HR 0001649451-26-000008 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).

  2. period ended2026-03-31
    13F 50,584 shares
    Change vs previous 13F +29,041 shares

    <0.01% of the 13F portfolio, value $30,583.

    13F-HR 0001649451-26-000005 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).

  3. period ended2025-12-31
    13F 21,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,389.

    13F-HR 0001649451-26-000002 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).