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Kestra Advisory Services, LLC: PII position timeline

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

Kestra Advisory Services, LLC held 11,113 PII 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 11,113 shares
    Change vs previous 13F -14,335 shares

    <0.01% of the 13F portfolio, value $760,562.

    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: 4,308 shares
    • Kestra Investment Management, LLC: 6,805 shares

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

  2. period ended2026-03-31
    13F 25,448 shares
    Change vs previous 13F -13,556 shares

    <0.01% of the 13F portfolio, value $1,386,897.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 6,371 shares
    • Kestra Investment Management, LLC: 19,077 shares

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

  3. period ended2025-12-31
    13F 39,004 shares
    Change vs previous 13F +9,289 shares

    0.01% of the 13F portfolio, value $2,467,020.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,917 shares
    • Kestra Advisory Services, LLC: 5,240 shares
    • Kestra Investment Management, LLC: 21,847 shares

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

  4. period ended2025-09-30
    13F 29,715 shares
    Change vs previous 13F +2,806 shares

    0.01% of the 13F portfolio, value $1,727,348.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,300 shares
    • Kestra Investment Management, LLC: 23,415 shares

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

  5. period ended2025-06-30
    13F/A 26,909 shares
    Change vs previous 13F +4,303 shares

    0.03% of the 13F portfolio, value $1,093,851.

    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 22,606 shares
    Change vs previous 13F +22,606 shares

    0.03% of the 13F portfolio, value $925,490.

    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 0 shares
    Change vs previous 13F -2,686 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,542.

    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).