Kestra Advisory Services, LLC: PBA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on PBA, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 55,760 PBA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 55,760 sharesChange vs previous 13F +3,774 shares
0.01% of the 13F portfolio, value $2,578,858.
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: 13,482 shares
- Kestra Advisory Services, LLC: 42,278 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 51,986 sharesChange vs previous 13F +908 shares
0.01% of the 13F portfolio, value $2,326,873.
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: 14,216 shares
- Kestra Advisory Services, LLC: 37,770 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,078 sharesChange vs previous 13F -1,259 shares
0.01% of the 13F portfolio, value $1,944,039.
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: 14,198 shares
- Kestra Advisory Services, LLC: 36,880 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52,337 sharesChange vs previous 13F -659 shares
0.01% of the 13F portfolio, value $2,117,561.
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: 14,198 shares
- Kestra Advisory Services, LLC: 38,139 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,996 sharesChange vs previous 13F +2,471 shares
0.01% of the 13F portfolio, value $1,987,877.
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: 14,198 shares
- Kestra Advisory Services, LLC: 38,798 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,525 sharesChange vs previous 13F +22 shares
0.01% of the 13F portfolio, value $2,022,516.
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: 15,029 shares
- Kestra Advisory Services, LLC: 35,496 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,503 sharesChange vs previous 13F +8,535 shares
0.01% of the 13F portfolio, value $1,866,086.
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: 15,013 shares
- Kestra Advisory Services, LLC: 35,490 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,968 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,730,775.
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: 17,649 shares
- Kestra Advisory Services, LLC: 24,319 shares
Acceptance time not in the bulk data set (spec §4.2).