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Kestra Advisory Services, LLC: PCTY position timeline

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

Kestra Advisory Services, LLC held 8,883 PCTY 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 8,883 shares
    Change vs previous 13F -19,094 shares

    <0.01% of the 13F portfolio, value $928,540.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,883 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 27,977 shares
    Change vs previous 13F +4,284 shares

    0.01% of the 13F portfolio, value $3,022,965.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,687 shares
    • Kestra Investment Management, LLC: 19,290 shares

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

  3. period ended2025-12-31
    13F 23,693 shares
    Change vs previous 13F +1,124 shares

    0.01% of the 13F portfolio, value $3,613,106.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,459 shares
    • Kestra Investment Management, LLC: 22,234 shares

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

  4. period ended2025-09-30
    13F 22,569 shares
    Change vs previous 13F +5,417 shares

    0.01% of the 13F portfolio, value $3,594,485.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,067 shares
    • Kestra Investment Management, LLC: 20,502 shares

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

  5. period ended2025-06-30
    13F/A 17,152 shares
    Change vs previous 13F +11,520 shares

    0.09% of the 13F portfolio, value $3,107,771.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, 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/A 5,632 shares
    Change vs previous 13F +5,602 shares

    0.03% of the 13F portfolio, value $1,055,100.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, 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 30 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,984.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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