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Kestra Advisory Services, LLC: PCG position timeline

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

Kestra Advisory Services, LLC held 21,124 PCG 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 21,124 shares
    Change vs previous 13F -967 shares

    <0.01% of the 13F portfolio, value $355,306.

    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 22,091 shares
    Change vs previous 13F -15,104 shares

    <0.01% of the 13F portfolio, value $388,138.

    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: 22,091 shares

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

  3. period ended2025-12-31
    13F 37,195 shares
    Change vs previous 13F -1,737 shares

    <0.01% of the 13F portfolio, value $597,720.

    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: 11,441 shares
    • Kestra Advisory Services, LLC: 25,754 shares

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

  4. period ended2025-09-30
    13F 38,932 shares
    Change vs previous 13F +5,987 shares

    <0.01% of the 13F portfolio, value $587,096.

    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: 14,366 shares
    • Kestra Advisory Services, LLC: 24,566 shares

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

  5. period ended2025-06-30
    13F 32,945 shares
    Change vs previous 13F +12,426 shares

    <0.01% of the 13F portfolio, value $459,254.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,549 shares
    • Kestra Advisory Services, LLC: 10,396 shares

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

  6. period ended2025-03-31
    13F 20,519 shares
    Change vs previous 13F -20,233 shares

    0.01% of the 13F portfolio, value $352,516.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,519 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 40,752 shares
    Change vs previous 13F +5,070 shares

    <0.01% of the 13F portfolio, value $822,375.

    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: 17,774 shares
    • Kestra Advisory Services, LLC: 22,978 shares

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

  8. period ended2024-09-30
    13F 35,682 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $705,429.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,919 shares
    • Kestra Advisory Services, LLC: 17,763 shares

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