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Kestra Advisory Services, LLC: PSA position timeline

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

Kestra Advisory Services, LLC held 25,020 PSA 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 25,020 shares
    Change vs previous 13F -615 shares

    0.02% of the 13F portfolio, value $7,964,184.

    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: 10,065 shares
    • Kestra Advisory Services, LLC: 14,955 shares

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

  2. period ended2026-03-31
    13F 25,635 shares
    Change vs previous 13F -11,484 shares

    0.02% of the 13F portfolio, value $6,943,905.

    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: 7,526 shares
    • Kestra Advisory Services, LLC: 18,109 shares

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

  3. period ended2025-12-31
    13F 37,119 shares
    Change vs previous 13F -3,645 shares

    0.03% of the 13F portfolio, value $9,632,277.

    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: 4,371 shares
    • Kestra Advisory Services, LLC: 32,748 shares

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

  4. period ended2025-09-30
    13F 40,764 shares
    Change vs previous 13F +1,390 shares

    0.04% of the 13F portfolio, value $11,774,583.

    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: 7,989 shares
    • Kestra Advisory Services, LLC: 32,775 shares

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

  5. period ended2025-06-30
    13F/A 39,374 shares
    Change vs previous 13F +4,480 shares

    0.04% of the 13F portfolio, value $11,553,111.

    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: 7,191 shares
    • Kestra Advisory Services, LLC: 32,183 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 34,894 shares
    Change vs previous 13F +2,816 shares

    0.03% of the 13F portfolio, value $10,443,426.

    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: 2,647 shares
    • Kestra Advisory Services, LLC: 32,238 shares
    • Kestra Investment Management, LLC: 9 shares

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

  7. period ended2024-12-31
    13F 32,078 shares
    Change vs previous 13F +23,691 shares

    0.04% of the 13F portfolio, value $9,605,436.

    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: 2,510 shares
    • Kestra Advisory Services, LLC: 29,319 shares
    • Kestra Investment Management, LLC: 249 shares

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

  8. period ended2024-09-30
    13F 8,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,051,875.

    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: 2,372 shares
    • Kestra Advisory Services, LLC: 6,015 shares

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