Kestra Advisory Services, LLC: PATH position timeline

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

Kestra Advisory Services, LLC held 71,027 PATH 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 71,027 shares
Change vs previous 13F +3,547 shares
<0.01% of the 13F portfolio, value $772,063.
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: 60,184 shares
- Kestra Advisory Services, LLC: 10,843 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 67,480 shares
Change vs previous 13F +9,360 shares
<0.01% of the 13F portfolio, value $749,028.
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: 57,334 shares
- Kestra Advisory Services, LLC: 10,146 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 58,120 shares
Change vs previous 13F +12,820 shares
<0.01% of the 13F portfolio, value $952,587.
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: 43,623 shares
- Kestra Advisory Services, LLC: 14,497 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 45,300 shares
Change vs previous 13F -58,652 shares
0.01% of the 13F portfolio, value $606,114.
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: 45,300 shares
- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 103,952 shares
Change vs previous 13F -32,877 shares
<0.01% of the 13F portfolio, value $1,330,585.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,621 shares
- Kestra Advisory Services, LLC: 12,893 shares
- Kestra Investment Management, LLC: 54,438 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 136,829 shares
Change vs previous 13F +63,220 shares
<0.01% of the 13F portfolio, value $1,409,339.
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: 73,640 shares
- Kestra Advisory Services, LLC: 19,225 shares
- Kestra Investment Management, LLC: 43,964 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 73,609 shares
Change vs previous 13F -13,921 shares
0.02% of the 13F portfolio, value $935,570.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 73,609 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 87,530 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,120,384.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 76,271 shares
- Kestra Advisory Services, LLC: 11,259 shares
Acceptance time not in the bulk data set (spec §4.2).