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Kestra Advisory Services, LLC: PRIM position timeline

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

Kestra Advisory Services, LLC held 6,167 PRIM 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 6,167 shares
    Change vs previous 13F +1,348 shares

    <0.01% of the 13F portfolio, value $611,271.

    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: 0 shares
    • Kestra Advisory Services, LLC: 6,167 shares

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

  2. period ended2026-03-31
    13F 4,819 shares
    Change vs previous 13F -466 shares

    <0.01% of the 13F portfolio, value $689,376.

    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: 1,972 shares
    • Kestra Advisory Services, LLC: 2,847 shares

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

  3. period ended2025-12-31
    13F 5,285 shares
    Change vs previous 13F +2,501 shares

    <0.01% of the 13F portfolio, value $656,054.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,977 shares
    • Kestra Advisory Services, LLC: 2,308 shares

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

  4. period ended2025-09-30
    13F 2,784 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $382,314.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,784 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 3,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,510.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,988 shares
    • Kestra Investment Management, LLC: 277 shares

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