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Kestra Advisory Services, LLC: PBR position timeline

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

Kestra Advisory Services, LLC held 70,928 PBR 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 70,928 shares
    Change vs previous 13F +15,570 shares

    <0.01% of the 13F portfolio, value $1,147,023.

    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: 10,173 shares
    • Kestra Advisory Services, LLC: 60,755 shares

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

  2. period ended2026-03-31
    13F 55,358 shares
    Change vs previous 13F -11,601 shares

    <0.01% of the 13F portfolio, value $1,148,676.

    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: 0 shares
    • Kestra Advisory Services, LLC: 55,358 shares

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

  3. period ended2025-12-31
    13F 66,959 shares
    Change vs previous 13F +8,252 shares

    <0.01% of the 13F portfolio, value $793,466.

    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: 12,037 shares
    • Kestra Advisory Services, LLC: 54,922 shares

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

  4. period ended2025-09-30
    13F 58,707 shares
    Change vs previous 13F +13,070 shares

    <0.01% of the 13F portfolio, value $743,242.

    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: 11,948 shares
    • Kestra Advisory Services, LLC: 46,759 shares

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

  5. period ended2025-06-30
    13F 45,637 shares
    Change vs previous 13F +1,589 shares

    <0.01% of the 13F portfolio, value $570,915.

    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: 16,184 shares
    • Kestra Advisory Services, LLC: 29,453 shares

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

  6. period ended2025-03-31
    13F/A 44,048 shares
    Change vs previous 13F -1,634 shares

    <0.01% of the 13F portfolio, value $631,648.

    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: 21,989 shares
    • Kestra Advisory Services, LLC: 22,059 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 45,682 shares
    Change vs previous 13F -13,399 shares

    <0.01% of the 13F portfolio, value $587,478.

    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: 18,289 shares
    • Kestra Advisory Services, LLC: 27,202 shares
    • Kestra Investment Management, LLC: 191 shares

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

  8. period ended2024-09-30
    13F 59,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $851,352.

    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: 24,850 shares
    • Kestra Advisory Services, LLC: 34,231 shares

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