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Kestra Advisory Services, LLC: PRF position timeline

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

Kestra Advisory Services, LLC held 85,768 PRF 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 85,768 shares
    Change vs previous 13F -882 shares

    0.01% of the 13F portfolio, value $4,634,089.

    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: 8,435 shares
    • Kestra Advisory Services, LLC: 77,333 shares

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

  2. period ended2026-03-31
    13F 86,650 shares
    Change vs previous 13F +3,966 shares

    0.01% of the 13F portfolio, value $4,118,471.

    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: 8,410 shares
    • Kestra Advisory Services, LLC: 78,240 shares

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

  3. period ended2025-12-31
    13F 82,684 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $3,879,504.

    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: 8,380 shares
    • Kestra Advisory Services, LLC: 74,304 shares

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

  4. period ended2025-09-30
    13F 82,306 shares
    Change vs previous 13F -3,088 shares

    0.01% of the 13F portfolio, value $3,721,049.

    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: 8,081 shares
    • Kestra Advisory Services, LLC: 74,225 shares

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

  5. period ended2025-06-30
    13F 85,394 shares
    Change vs previous 13F -597,069 shares

    0.01% of the 13F portfolio, value $3,609,618.

    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: 9,193 shares
    • Kestra Advisory Services, LLC: 76,201 shares

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

  6. period ended2025-03-31
    13F 682,463 shares
    Change vs previous 13F -986,517 shares

    0.1% of the 13F portfolio, value $27,578,330.

    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: 8,951 shares
    • Kestra Advisory Services, LLC: 673,512 shares

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

  7. period ended2024-12-31
    13F 1,668,980 shares
    Change vs previous 13F -5,850 shares

    0.28% of the 13F portfolio, value $67,326,653.

    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: 8,616 shares
    • Kestra Advisory Services, LLC: 1,660,364 shares

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

  8. period ended2024-09-30
    13F 1,674,830 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $68,048,362.

    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: 10,574 shares
    • Kestra Advisory Services, LLC: 1,664,256 shares

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