Skip to content
Disclosery

Kestra Advisory Services, LLC: PSEP position timeline

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

Kestra Advisory Services, LLC held 301,262 PSEP 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 301,262 shares
    Change vs previous 13F -53,732 shares

    0.04% of the 13F portfolio, value $13,873,099.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 354,994 shares
    Change vs previous 13F +35,050 shares

    0.06% of the 13F portfolio, value $15,286,043.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 319,944 shares
    Change vs previous 13F -7,796 shares

    0.06% of the 13F portfolio, value $13,987,440.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 327,740 shares
    Change vs previous 13F +22,653 shares

    0.06% of the 13F portfolio, value $14,076,433.

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

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

  5. period ended2025-06-30
    13F 305,087 shares
    Change vs previous 13F -9,715 shares

    0.06% of the 13F portfolio, value $12,475,007.

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

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

  6. period ended2025-03-31
    13F 314,802 shares
    Change vs previous 13F -12,153 shares

    0.06% of the 13F portfolio, value $12,091,545.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 326,955 shares
    Change vs previous 13F +2,936 shares

    0.07% of the 13F portfolio, value $12,779,134.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 324,019 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,484,452.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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