Skip to content
Disclosery

Kestra Advisory Services, LLC: POR position timeline

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

Kestra Advisory Services, LLC held 44,394 POR 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 44,394 shares
    Change vs previous 13F -1,859 shares

    0.01% of the 13F portfolio, value $2,300,951.

    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 46,253 shares
    Change vs previous 13F +9,621 shares

    0.01% of the 13F portfolio, value $2,440,754.

    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 36,632 shares
    Change vs previous 13F +2,039 shares

    0.01% of the 13F portfolio, value $1,757,991.

    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 34,593 shares
    Change vs previous 13F +21,292 shares

    0.01% of the 13F portfolio, value $1,522,080.

    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/A 13,301 shares
    Change vs previous 13F +4,684 shares

    <0.01% of the 13F portfolio, value $540,432.

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

    • Kestra Advisory Services, LLC: 13,301 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 8,617 shares
    Change vs previous 13F +694 shares

    <0.01% of the 13F portfolio, value $384,318.

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

    • Kestra Advisory Services, LLC: 8,237 shares
    • Kestra Investment Management, LLC: 380 shares

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

  7. period ended2024-12-31
    13F 7,923 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $345,589.

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

    • Kestra Advisory Services, LLC: 7,862 shares
    • Kestra Investment Management, LLC: 61 shares

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

  8. period ended2024-09-30
    13F 7,804 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,788.

    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).