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Kestra Advisory Services, LLC: P position timeline

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

Kestra Advisory Services, LLC held 27,495 P 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 27,495 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $2,166,331.

    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: 5,330 shares
    • Kestra Advisory Services, LLC: 22,165 shares

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

  2. period ended2026-03-31
    13F 27,486 shares
    Change vs previous 13F -25,971 shares

    <0.01% of the 13F portfolio, value $1,622,773.

    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: 6,360 shares
    • Kestra Advisory Services, LLC: 21,126 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 53,457 shares
    Change vs previous 13F +5,703 shares

    0.01% of the 13F portfolio, value $3,582,153.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,292 shares
    • Kestra Advisory Services, LLC: 29,119 shares
    • Kestra Investment Management, LLC: 18,046 shares

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

  4. period ended2025-09-30
    13F 47,754 shares
    Change vs previous 13F +778 shares

    0.01% of the 13F portfolio, value $4,002,264.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,007 shares
    • Kestra Advisory Services, LLC: 23,976 shares
    • Kestra Investment Management, LLC: 17,771 shares

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

  5. period ended2025-06-30
    13F/A 46,976 shares
    Change vs previous 13F +11,458 shares

    0.01% of the 13F portfolio, value $2,704,878.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,528 shares
    • Kestra Advisory Services, LLC: 29,322 shares
    • Kestra Investment Management, LLC: 12,126 shares

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

  6. period ended2025-03-31
    13F/A 35,518 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $1,572,382.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,042 shares
    • Kestra Advisory Services, LLC: 28,427 shares
    • Kestra Investment Management, LLC: 49 shares

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

  7. period ended2024-12-31
    13F 35,474 shares
    Change vs previous 13F +4,659 shares

    0.01% of the 13F portfolio, value $2,179,168.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,426 shares
    • Kestra Advisory Services, LLC: 21,900 shares
    • Kestra Investment Management, LLC: 7,148 shares

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

  8. period ended2024-09-30
    13F 30,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,558,595.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,889 shares
    • Kestra Advisory Services, LLC: 20,414 shares
    • Kestra Investment Management, LLC: 4,512 shares

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