Kestra Advisory Services, LLC: PRI position timeline

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

Kestra Advisory Services, LLC held 3,021 PRI 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 3,021 shares
Change vs previous 13F +714 shares
<0.01% of the 13F portfolio, value $858,687.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 2,309 shares
- Kestra Advisory Services, LLC: 712 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,307 shares
Change vs previous 13F -865 shares
0.01% of the 13F portfolio, value $577,875.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,307 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,172 shares
Change vs previous 13F -318 shares
<0.01% of the 13F portfolio, value $819,407.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,296 shares
- Kestra Advisory Services, LLC: 876 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,490 shares
Change vs previous 13F -60 shares
<0.01% of the 13F portfolio, value $968,862.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,620 shares
- Kestra Advisory Services, LLC: 870 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 3,550 shares
Change vs previous 13F +405 shares
<0.01% of the 13F portfolio, value $971,408.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,657 shares
- Kestra Advisory Services, LLC: 893 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,145 shares
Change vs previous 13F -65 shares
<0.01% of the 13F portfolio, value $894,847.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,242 shares
- Kestra Advisory Services, LLC: 878 shares
- Kestra Investment Management, LLC: 25 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,210 shares
Change vs previous 13F -74 shares
<0.01% of the 13F portfolio, value $871,259.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,211 shares
- Kestra Advisory Services, LLC: 999 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,284 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $870,724.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH 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: 2,441 shares
- Kestra Advisory Services, LLC: 843 shares
Acceptance time not in the bulk data set (spec §4.2).