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Kestra Advisory Services, LLC: PEP position timeline

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

Kestra Advisory Services, LLC held 402,463 PEP 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 402,463 shares
    Change vs previous 13F +11,838 shares

    0.12% of the 13F portfolio, value $54,493,437.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 152,730 shares
    • Kestra Advisory Services, LLC: 244,609 shares
    • Kestra Investment Management, LLC: 5,124 shares

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

  2. period ended2026-03-31
    13F 390,625 shares
    Change vs previous 13F +30,309 shares

    0.15% of the 13F portfolio, value $60,660,268.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 151,617 shares
    • Kestra Advisory Services, LLC: 232,363 shares
    • Kestra Investment Management, LLC: 6,645 shares

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

  3. period ended2025-12-31
    13F 360,316 shares
    Change vs previous 13F -18,568 shares

    0.16% of the 13F portfolio, value $51,712,461.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 146,140 shares
    • Kestra Advisory Services, LLC: 214,176 shares

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

  4. period ended2025-09-30
    13F 378,884 shares
    Change vs previous 13F +50,972 shares

    0.18% of the 13F portfolio, value $53,210,488.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 145,563 shares
    • Kestra Advisory Services, LLC: 233,321 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 327,912 shares
    Change vs previous 13F +28,112 shares

    0.14% of the 13F portfolio, value $43,297,555.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 134,975 shares
    • Kestra Advisory Services, LLC: 187,420 shares
    • Kestra Investment Management, LLC: 5,517 shares

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

  6. period ended2025-03-31
    13F/A 299,800 shares
    Change vs previous 13F -20,001 shares

    0.15% of the 13F portfolio, value $44,952,013.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,760 shares
    • Kestra Advisory Services, LLC: 186,324 shares
    • Kestra Investment Management, LLC: 2,716 shares

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

  7. period ended2024-12-31
    13F 319,801 shares
    Change vs previous 13F -25,008 shares

    0.18% of the 13F portfolio, value $48,908,620.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,581 shares
    • Kestra Advisory Services, LLC: 206,408 shares
    • Kestra Investment Management, LLC: 2,812 shares

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

  8. period ended2024-09-30
    13F 344,809 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $58,634,786.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 101,850 shares
    • Kestra Advisory Services, LLC: 239,857 shares
    • Kestra Investment Management, LLC: 3,102 shares

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