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Kestra Advisory Services, LLC: PCT position timeline

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

Kestra Advisory Services, LLC held 256,700 PCT 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 256,700 shares
    Change vs previous 13F +155,971 shares

    0.01% of the 13F portfolio, value $2,081,837.

    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 100,729 shares
    Change vs previous 13F -36,171 shares

    <0.01% of the 13F portfolio, value $522,784.

    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 136,900 shares
    Change vs previous 13F +27,225 shares

    <0.01% of the 13F portfolio, value $1,175,971.

    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 109,675 shares
    Change vs previous 13F -65,979 shares

    0.01% of the 13F portfolio, value $1,442,226.

    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 175,654 shares
    Change vs previous 13F -52,153 shares

    0.01% of the 13F portfolio, value $2,406,460.

    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 227,807 shares
    Change vs previous 13F +7,396 shares

    0.01% of the 13F portfolio, value $1,576,424.

    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 220,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,259,213.

    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).