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Kestra Advisory Services, LLC: PEGA position timeline

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

Kestra Advisory Services, LLC held 73,677 PEGA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,677 shares
    Change vs previous 13F +14,459 shares

    0.01% of the 13F portfolio, value $2,208,104.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,186 shares
    • Kestra Investment Management, LLC: 66,491 shares

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

  2. period ended2026-03-31
    13F 59,218 shares
    Change vs previous 13F -17,187 shares

    0.04% of the 13F portfolio, value $2,520,313.

    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: 0 shares
    • Kestra Investment Management, LLC: 59,218 shares

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

  3. period ended2025-12-31
    13F 76,405 shares
    Change vs previous 13F +9,745 shares

    0.02% of the 13F portfolio, value $4,562,879.

    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: 4,590 shares
    • Kestra Investment Management, LLC: 71,815 shares

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

  4. period ended2025-09-30
    13F 66,660 shares
    Change vs previous 13F +29,382 shares

    0.1% of the 13F portfolio, value $3,832,950.

    13F-HR 0001962449-25-000007 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).

  5. period ended2025-06-30
    13F/A 37,278 shares
    Change vs previous 13F +25,068 shares

    0.06% of the 13F portfolio, value $2,017,881.

    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 12,210 shares
    Change vs previous 13F -4,020 shares

    0.03% of the 13F portfolio, value $848,840.

    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 16,230 shares
    Change vs previous 13F +4,011 shares

    0.06% of the 13F portfolio, value $1,512,619.

    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).

  8. period ended2024-09-30
    13F 12,219 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $893,087.

    13F-HR 0001962449-24-000007 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).