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Kestra Advisory Services, LLC: PEO position timeline

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

Kestra Advisory Services, LLC held 14,972 PEO 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 14,972 shares
    Change vs previous 13F -19,827 shares

    <0.01% of the 13F portfolio, value $370,119.

    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 34,799 shares
    Change vs previous 13F +3,160 shares

    <0.01% of the 13F portfolio, value $967,405.

    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 31,639 shares
    Change vs previous 13F +834 shares

    <0.01% of the 13F portfolio, value $687,826.

    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 30,805 shares
    Change vs previous 13F -735 shares

    <0.01% of the 13F portfolio, value $662,928.

    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 31,540 shares
    Change vs previous 13F -1,665 shares

    <0.01% of the 13F portfolio, value $674,005.

    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 33,205 shares
    Change vs previous 13F -1,962 shares

    <0.01% of the 13F portfolio, value $757,406.

    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 35,167 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $764,531.

    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 35,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $814,472.

    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).