Kestra Advisory Services, LLC: PPL position timeline

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

Kestra Advisory Services, LLC held 68,528 PPL 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 68,528 shares
Change vs previous 13F +520 shares
0.01% of the 13F portfolio, value $2,503,103.
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: 26,037 shares
- Kestra Advisory Services, LLC: 42,491 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 68,008 shares
Change vs previous 13F -5,613 shares
0.01% of the 13F portfolio, value $2,609,851.
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: 26,040 shares
- Kestra Advisory Services, LLC: 41,968 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 73,621 shares
Change vs previous 13F +2,456 shares
0.01% of the 13F portfolio, value $2,578,195.
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: 25,469 shares
- Kestra Advisory Services, LLC: 48,152 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 71,165 shares
Change vs previous 13F -4,444 shares
0.01% of the 13F portfolio, value $2,644,488.
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: 25,615 shares
- Kestra Advisory Services, LLC: 45,550 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 75,609 shares
Change vs previous 13F +10,278 shares
0.01% of the 13F portfolio, value $2,562,406.
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: 25,420 shares
- Kestra Advisory Services, LLC: 50,189 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 65,331 shares
Change vs previous 13F -4,268 shares
0.01% of the 13F portfolio, value $2,359,103.
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: 27,968 shares
- Kestra Advisory Services, LLC: 37,333 shares
- Kestra Investment Management, LLC: 30 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 69,599 shares
Change vs previous 13F +4,305 shares
0.01% of the 13F portfolio, value $2,259,183.
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: 27,454 shares
- Kestra Advisory Services, LLC: 41,497 shares
- Kestra Investment Management, LLC: 648 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 65,294 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,159,917.
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: 27,318 shares
- Kestra Advisory Services, LLC: 37,976 shares
Acceptance time not in the bulk data set (spec §4.2).