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Kestra Advisory Services, LLC: PREF position timeline

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

Kestra Advisory Services, LLC held 105,218 PREF 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 105,218 shares
    Change vs previous 13F +5,033 shares

    0.01% of the 13F portfolio, value $2,005,457.

    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 100,185 shares
    Change vs previous 13F +19,593 shares

    0.01% of the 13F portfolio, value $1,885,484.

    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 80,592 shares
    Change vs previous 13F -174,040 shares

    0.01% of the 13F portfolio, value $1,536,893.

    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 254,632 shares
    Change vs previous 13F +18,688 shares

    0.02% of the 13F portfolio, value $4,873,655.

    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 235,944 shares
    Change vs previous 13F +74,147 shares

    0.02% of the 13F portfolio, value $4,475,859.

    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 161,797 shares
    Change vs previous 13F +107,128 shares

    0.01% of the 13F portfolio, value $3,025,604.

    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 54,669 shares
    Change vs previous 13F +18,167 shares

    0.01% of the 13F portfolio, value $1,017,390.

    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 36,502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $686,611.

    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).