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Kestra Advisory Services, LLC: PDP position timeline

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

Kestra Advisory Services, LLC held 10,745 PDP 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 10,745 shares
    Change vs previous 13F -169 shares

    0.01% of the 13F portfolio, value $1,630,279.

    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 10,914 shares
    Change vs previous 13F +1,967 shares

    <0.01% of the 13F portfolio, value $1,317,750.

    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 8,947 shares
    Change vs previous 13F -1,615 shares

    <0.01% of the 13F portfolio, value $1,041,412.

    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 10,562 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $1,246,945.

    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 11,610 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $1,260,746.

    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 12,017 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $1,201,460.

    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 11,997 shares
    Change vs previous 13F +2,509 shares

    0.01% of the 13F portfolio, value $1,290,997.

    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).

  8. period ended2024-09-30
    13F 9,488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $979,691.

    13F-HR 0001830819-24-000009 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).