Kestra Advisory Services, LLC: PH position timeline

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

Kestra Advisory Services, LLC held 632,430 PH 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 632,430 shares
Change vs previous 13F +11,688 shares
1.54% of the 13F portfolio, value $618,592,825.
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: 17,626 shares
- Kestra Advisory Services, LLC: 614,804 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 620,742 shares
Change vs previous 13F -15,624 shares
1.61% of the 13F portfolio, value $555,713,453.
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: 17,615 shares
- Kestra Advisory Services, LLC: 603,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 636,366 shares
Change vs previous 13F +6,783 shares
1.73% of the 13F portfolio, value $559,340,419.
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: 17,325 shares
- Kestra Advisory Services, LLC: 619,041 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 629,583 shares
Change vs previous 13F +1,211 shares
1.62% of the 13F portfolio, value $477,318,334.
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: 15,954 shares
- Kestra Advisory Services, LLC: 613,629 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 628,372 shares
Change vs previous 13F +12,731 shares
1.6% of the 13F portfolio, value $438,899,176.
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: 15,291 shares
- Kestra Advisory Services, LLC: 613,081 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 615,641 shares
Change vs previous 13F -533 shares
1.25% of the 13F portfolio, value $374,217,382.
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: 11,247 shares
- Kestra Advisory Services, LLC: 604,387 shares
- Kestra Investment Management, LLC: 7 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 616,174 shares
Change vs previous 13F -9,825 shares
1.47% of the 13F portfolio, value $391,905,427.
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: 7,982 shares
- Kestra Advisory Services, LLC: 608,130 shares
- Kestra Investment Management, LLC: 62 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 625,999 shares
Change vs previous 13F not available
1.68% of the 13F portfolio, value $395,518,842.
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: 6,834 shares
- Kestra Advisory Services, LLC: 619,165 shares
Acceptance time not in the bulk data set (spec §4.2).