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Kestra Advisory Services, LLC: PSF position timeline

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

Kestra Advisory Services, LLC held 78,319 PSF 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 78,319 shares
    Change vs previous 13F -18,857 shares

    <0.01% of the 13F portfolio, value $1,576,552.

    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: 48,495 shares
    • Kestra Advisory Services, LLC: 29,824 shares

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

  2. period ended2026-03-31
    13F 97,176 shares
    Change vs previous 13F -13,867 shares

    0.01% of the 13F portfolio, value $1,884,239.

    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: 58,915 shares
    • Kestra Advisory Services, LLC: 38,261 shares

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

  3. period ended2025-12-31
    13F 111,043 shares
    Change vs previous 13F -33,094 shares

    0.01% of the 13F portfolio, value $2,251,962.

    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: 73,382 shares
    • Kestra Advisory Services, LLC: 37,661 shares

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

  4. period ended2025-09-30
    13F 144,137 shares
    Change vs previous 13F +27,112 shares

    0.01% of the 13F portfolio, value $2,995,164.

    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: 103,391 shares
    • Kestra Advisory Services, LLC: 40,746 shares

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

  5. period ended2025-06-30
    13F 117,025 shares
    Change vs previous 13F -2,005 shares

    0.01% of the 13F portfolio, value $2,356,892.

    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: 75,243 shares
    • Kestra Advisory Services, LLC: 41,782 shares

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

  6. period ended2025-03-31
    13F 119,030 shares
    Change vs previous 13F +4,413 shares

    0.01% of the 13F portfolio, value $2,379,409.

    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: 76,260 shares
    • Kestra Advisory Services, LLC: 42,770 shares

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

  7. period ended2024-12-31
    13F 114,617 shares
    Change vs previous 13F +1,882 shares

    0.01% of the 13F portfolio, value $2,265,978.

    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: 81,673 shares
    • Kestra Advisory Services, LLC: 32,944 shares

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

  8. period ended2024-09-30
    13F 112,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,417,035.

    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: 71,877 shares
    • Kestra Advisory Services, LLC: 40,858 shares

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