Kestra Advisory Services, LLC: PSFF position timeline

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

Kestra Advisory Services, LLC held 602,058 PSFF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 602,058 shares
Change vs previous 13F +67,074 shares
0.05% of the 13F portfolio, value $20,656,610.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 373,482 shares
- Kestra Advisory Services, LLC: 228,576 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 534,984 shares
Change vs previous 13F -7,771 shares
0.05% of the 13F portfolio, value $17,143,242.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 343,304 shares
- Kestra Advisory Services, LLC: 191,680 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 542,755 shares
Change vs previous 13F +151,409 shares
0.05% of the 13F portfolio, value $17,547,270.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 300,320 shares
- Kestra Advisory Services, LLC: 242,435 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 391,346 shares
Change vs previous 13F +148,280 shares
0.04% of the 13F portfolio, value $12,364,655.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 250,619 shares
- Kestra Advisory Services, LLC: 140,727 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 243,066 shares
Change vs previous 13F -424,931 shares
0.03% of the 13F portfolio, value $7,408,652.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 55,866 shares
- Kestra Advisory Services, LLC: 187,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 667,997 shares
Change vs previous 13F +5,581 shares
0.07% of the 13F portfolio, value $19,071,314.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 50,391 shares
- Kestra Advisory Services, LLC: 617,606 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 662,416 shares
Change vs previous 13F +11,620 shares
0.07% of the 13F portfolio, value $19,402,164.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,805 shares
- Kestra Advisory Services, LLC: 611,891 shares
- Kestra Investment Management, LLC: 1,720 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 650,796 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $18,703,877.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 53,834 shares
- Kestra Advisory Services, LLC: 596,962 shares
Acceptance time not in the bulk data set (spec §4.2).