Kestra Advisory Services, LLC: PEG position timeline

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

Kestra Advisory Services, LLC held 113,759 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 113,759 shares
Change vs previous 13F +1,608 shares
0.02% of the 13F portfolio, value $9,232,680.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 40,649 shares
- Kestra Advisory Services, LLC: 73,110 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 112,151 shares
Change vs previous 13F +14,973 shares
0.03% of the 13F portfolio, value $9,078,668.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,062 shares
- Kestra Advisory Services, LLC: 69,089 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 97,178 shares
Change vs previous 13F +7,283 shares
0.02% of the 13F portfolio, value $7,803,407.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,495 shares
- Kestra Advisory Services, LLC: 54,683 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 89,895 shares
Change vs previous 13F +2,297 shares
0.03% of the 13F portfolio, value $7,502,604.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,229 shares
- Kestra Advisory Services, LLC: 46,666 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 87,598 shares
Change vs previous 13F +2,386 shares
0.03% of the 13F portfolio, value $7,374,031.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,243 shares
- Kestra Advisory Services, LLC: 45,355 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 85,212 shares
Change vs previous 13F +25 shares
0.02% of the 13F portfolio, value $7,012,949.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,825 shares
- Kestra Advisory Services, LLC: 46,332 shares
- Kestra Investment Management, LLC: 55 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 85,187 shares
Change vs previous 13F +1,605 shares
0.03% of the 13F portfolio, value $7,197,436.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,967 shares
- Kestra Advisory Services, LLC: 46,188 shares
- Kestra Investment Management, LLC: 32 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 83,582 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,456,334.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,656 shares
- Kestra Advisory Services, LLC: 44,926 shares
Acceptance time not in the bulk data set (spec §4.2).