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Kestra Advisory Services, LLC: PBI position timeline

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

Kestra Advisory Services, LLC held 107,891 PBI 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 107,891 shares
    Change vs previous 13F -3,171 shares

    0.01% of the 13F portfolio, value $1,890,245.

    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 111,062 shares
    Change vs previous 13F -2,725 shares

    <0.01% of the 13F portfolio, value $1,227,233.

    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 113,787 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $1,202,727.

    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 112,930 shares
    Change vs previous 13F -4,360 shares

    0.01% of the 13F portfolio, value $1,288,533.

    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 117,290 shares
    Change vs previous 13F +25,596 shares

    0.01% of the 13F portfolio, value $1,279,630.

    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 91,694 shares
    Change vs previous 13F +7,960 shares

    <0.01% of the 13F portfolio, value $829,831.

    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 83,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $606,234.

    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).