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Kestra Advisory Services, LLC: PSI position timeline

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

Kestra Advisory Services, LLC held 20,633 PSI 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 20,633 shares
    Change vs previous 13F +12,669 shares

    0.01% of the 13F portfolio, value $3,875,212.

    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: 7,384 shares
    • Kestra Advisory Services, LLC: 13,249 shares

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

  2. period ended2026-03-31
    13F 7,964 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $751,563.

    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: 4,631 shares
    • Kestra Advisory Services, LLC: 3,333 shares

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

  3. period ended2025-12-31
    13F 7,834 shares
    Change vs previous 13F +2,993 shares

    <0.01% of the 13F portfolio, value $617,730.

    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: 4,851 shares
    • Kestra Advisory Services, LLC: 2,983 shares

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

  4. period ended2025-09-30
    13F 4,841 shares
    Change vs previous 13F -355 shares

    <0.01% of the 13F portfolio, value $340,411.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 5,196 shares
    Change vs previous 13F -1,637 shares

    <0.01% of the 13F portfolio, value $311,552.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 6,833 shares
    Change vs previous 13F +2,563 shares

    0.01% of the 13F portfolio, value $323,748.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 4,270 shares
    Change vs previous 13F -5,191 shares

    <0.01% of the 13F portfolio, value $247,318.

    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: 4,270 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 9,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $544,206.

    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: 4,270 shares
    • Kestra Advisory Services, LLC: 5,191 shares

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