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Kestra Advisory Services, LLC: PBUS position timeline

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

Kestra Advisory Services, LLC held 99,448 PBUS 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 99,448 shares
    Change vs previous 13F -12,460 shares

    0.02% of the 13F portfolio, value $7,442,700.

    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: 30,305 shares
    • Kestra Advisory Services, LLC: 69,143 shares

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

  2. period ended2026-03-31
    13F 111,908 shares
    Change vs previous 13F -13,101 shares

    0.02% of the 13F portfolio, value $7,293,022.

    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: 29,836 shares
    • Kestra Advisory Services, LLC: 82,072 shares

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

  3. period ended2025-12-31
    13F 125,009 shares
    Change vs previous 13F -3,015 shares

    0.03% of the 13F portfolio, value $8,556,857.

    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: 41,211 shares
    • Kestra Advisory Services, LLC: 83,798 shares

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

  4. period ended2025-09-30
    13F 128,024 shares
    Change vs previous 13F +96,725 shares

    0.03% of the 13F portfolio, value $8,583,996.

    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: 44,076 shares
    • Kestra Advisory Services, LLC: 83,948 shares

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

  5. period ended2025-06-30
    13F 31,299 shares
    Change vs previous 13F +6,315 shares

    0.03% of the 13F portfolio, value $1,946,172.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 24,984 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,399,604.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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