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Kestra Advisory Services, LLC: PEY position timeline

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

Kestra Advisory Services, LLC held 29,219 PEY 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 29,219 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $677,307.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,294 shares
    • Kestra Advisory Services, LLC: 13,925 shares

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

  2. period ended2026-03-31
    13F 28,810 shares
    Change vs previous 13F +3,150 shares

    <0.01% of the 13F portfolio, value $617,083.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,571 shares
    • Kestra Advisory Services, LLC: 14,239 shares

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

  3. period ended2025-12-31
    13F 25,660 shares
    Change vs previous 13F -2,749 shares

    <0.01% of the 13F portfolio, value $523,080.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,936 shares
    • Kestra Advisory Services, LLC: 9,724 shares

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

  4. period ended2025-09-30
    13F 28,409 shares
    Change vs previous 13F -3,141 shares

    <0.01% of the 13F portfolio, value $598,492.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,896 shares
    • Kestra Advisory Services, LLC: 12,513 shares

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

  5. period ended2025-06-30
    13F 31,550 shares
    Change vs previous 13F -4,602 shares

    <0.01% of the 13F portfolio, value $643,939.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,526 shares
    • Kestra Advisory Services, LLC: 15,024 shares

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

  6. period ended2025-03-31
    13F 36,152 shares
    Change vs previous 13F -704 shares

    <0.01% of the 13F portfolio, value $776,184.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,014 shares
    • Kestra Advisory Services, LLC: 13,138 shares

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

  7. period ended2024-12-31
    13F 36,856 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $783,559.

    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: 16,710 shares
    • Kestra Advisory Services, LLC: 20,146 shares

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

  8. period ended2024-09-30
    13F 36,774 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $806,443.

    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: 16,461 shares
    • Kestra Advisory Services, LLC: 20,313 shares

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