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Kestra Advisory Services, LLC: PPA position timeline

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

Kestra Advisory Services, LLC held 178,095 PPA 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 178,095 shares
    Change vs previous 13F +10,320 shares

    0.08% of the 13F portfolio, value $31,460,538.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,891 shares
    • Kestra Advisory Services, LLC: 164,204 shares

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

  2. period ended2026-03-31
    13F 167,775 shares
    Change vs previous 13F +90,667 shares

    0.08% of the 13F portfolio, value $27,800,267.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,048 shares
    • Kestra Advisory Services, LLC: 153,727 shares

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

  3. period ended2025-12-31
    13F 77,108 shares
    Change vs previous 13F +6,024 shares

    0.04% of the 13F portfolio, value $12,077,386.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,176 shares
    • Kestra Advisory Services, LLC: 64,932 shares

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

  4. period ended2025-09-30
    13F 71,084 shares
    Change vs previous 13F -232,200 shares

    0.04% of the 13F portfolio, value $11,049,870.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,071 shares
    • Kestra Advisory Services, LLC: 63,013 shares

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

  5. period ended2025-06-30
    13F 303,284 shares
    Change vs previous 13F +30,660 shares

    0.16% of the 13F portfolio, value $42,972,367.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,914 shares
    • Kestra Advisory Services, LLC: 295,370 shares

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

  6. period ended2025-03-31
    13F 272,624 shares
    Change vs previous 13F +229,767 shares

    0.12% of the 13F portfolio, value $31,774,327.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,567 shares
    • Kestra Advisory Services, LLC: 270,057 shares

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

  7. period ended2024-12-31
    13F 42,857 shares
    Change vs previous 13F -5,629 shares

    0.02% of the 13F portfolio, value $4,916,984.

    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: 2,145 shares
    • Kestra Advisory Services, LLC: 40,712 shares

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

  8. period ended2024-09-30
    13F 48,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,574,487.

    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: 1,991 shares
    • Kestra Advisory Services, LLC: 46,495 shares

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