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Kestra Advisory Services, LLC: PBE position timeline

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

Kestra Advisory Services, LLC held 6,623 PBE 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 6,623 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $593,759.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory 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 6,280 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $497,288.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 5,869 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $482,142.

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

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

  4. period ended2025-09-30
    13F 5,918 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $413,506.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory 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 5,970 shares
    Change vs previous 13F -890 shares

    <0.01% of the 13F portfolio, value $382,684.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory 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 6,860 shares
    Change vs previous 13F -229 shares

    <0.01% of the 13F portfolio, value $435,198.

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

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

  7. period ended2024-12-31
    13F 7,089 shares
    Change vs previous 13F +2,383 shares

    <0.01% of the 13F portfolio, value $471,621.

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

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

  8. period ended2024-09-30
    13F 4,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $328,580.

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

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