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Kestra Advisory Services, LLC: PR position timeline

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

Kestra Advisory Services, LLC held 125,351 PR 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 125,351 shares
    Change vs previous 13F -129,103 shares

    0.01% of the 13F portfolio, value $2,307,709.

    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 254,454 shares
    Change vs previous 13F -58,592 shares

    0.02% of the 13F portfolio, value $5,424,949.

    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: 0 shares
    • Kestra Advisory Services, LLC: 254,454 shares

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

  3. period ended2025-12-31
    13F 313,046 shares
    Change vs previous 13F +9,051 shares

    0.01% of the 13F portfolio, value $4,392,029.

    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: 12,819 shares
    • Kestra Advisory Services, LLC: 300,227 shares

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

  4. period ended2025-09-30
    13F 303,995 shares
    Change vs previous 13F -11,924 shares

    0.01% of the 13F portfolio, value $3,891,141.

    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: 12,718 shares
    • Kestra Advisory Services, LLC: 291,277 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 315,919 shares
    Change vs previous 13F +32,206 shares

    0.01% of the 13F portfolio, value $4,302,815.

    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: 12,605 shares
    • Kestra Advisory Services, LLC: 300,782 shares
    • Kestra Investment Management, LLC: 2,532 shares

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

  6. period ended2025-03-31
    13F/A 283,713 shares
    Change vs previous 13F +23,490 shares

    0.01% of the 13F portfolio, value $3,929,426.

    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: 12,592 shares
    • Kestra Advisory Services, LLC: 267,583 shares
    • Kestra Investment Management, LLC: 3,538 shares

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

  7. period ended2024-12-31
    13F 260,223 shares
    Change vs previous 13F +27,465 shares

    0.02% of the 13F portfolio, value $3,742,007.

    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: 12,549 shares
    • Kestra Advisory Services, LLC: 247,674 shares

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

  8. period ended2024-09-30
    13F 232,758 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,167,833.

    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).