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Kestra Advisory Services, LLC: PKW position timeline

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

Kestra Advisory Services, LLC held 31,236 PKW 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 31,236 shares
    Change vs previous 13F +2,518 shares

    0.01% of the 13F portfolio, value $4,424,824.

    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 28,718 shares
    Change vs previous 13F -3,023 shares

    0.01% of the 13F portfolio, value $3,769,232.

    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 31,741 shares
    Change vs previous 13F +6,149 shares

    0.02% of the 13F portfolio, value $4,263,500.

    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 25,592 shares
    Change vs previous 13F -4,248 shares

    0.02% of the 13F portfolio, value $3,390,385.

    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 29,840 shares
    Change vs previous 13F +16,011 shares

    0.02% of the 13F portfolio, value $3,688,227.

    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 13,829 shares
    Change vs previous 13F -11,192 shares

    0.01% of the 13F portfolio, value $1,558,044.

    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 25,021 shares
    Change vs previous 13F +14,594 shares

    0.02% of the 13F portfolio, value $2,880,668.

    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 10,427 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,194,157.

    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).