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Kestra Advisory Services, LLC: PSEC position timeline

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

Kestra Advisory Services, LLC held 358,234 PSEC 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 358,234 shares
    Change vs previous 13F +79,671 shares

    <0.01% of the 13F portfolio, value $827,520.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 194,761 shares
    • Kestra Advisory Services, LLC: 163,473 shares

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

  2. period ended2026-03-31
    13F 278,563 shares
    Change vs previous 13F +1,099 shares

    <0.01% of the 13F portfolio, value $730,567.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 200,390 shares
    • Kestra Advisory Services, LLC: 78,173 shares

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

  3. period ended2025-12-31
    13F 277,464 shares
    Change vs previous 13F -5,530 shares

    <0.01% of the 13F portfolio, value $718,631.

    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: 201,682 shares
    • Kestra Advisory Services, LLC: 75,782 shares

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

  4. period ended2025-09-30
    13F 282,994 shares
    Change vs previous 13F +6,528 shares

    <0.01% of the 13F portfolio, value $778,233.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 206,898 shares
    • Kestra Advisory Services, LLC: 76,096 shares

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

  5. period ended2025-06-30
    13F 276,466 shares
    Change vs previous 13F +9,323 shares

    <0.01% of the 13F portfolio, value $879,161.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 204,412 shares
    • Kestra Advisory Services, LLC: 72,054 shares

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

  6. period ended2025-03-31
    13F 267,143 shares
    Change vs previous 13F -10,634 shares

    <0.01% of the 13F portfolio, value $1,095,286.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 198,072 shares
    • Kestra Advisory Services, LLC: 69,071 shares

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

  7. period ended2024-12-31
    13F 277,777 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $1,197,219.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 209,255 shares
    • Kestra Advisory Services, LLC: 68,522 shares

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

  8. period ended2024-09-30
    13F 275,783 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,475,438.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 207,314 shares
    • Kestra Advisory Services, LLC: 68,469 shares

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