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Kestra Advisory Services, LLC: PSLV position timeline

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

Kestra Advisory Services, LLC held 1,902,023 PSLV 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 1,902,023 shares
    Change vs previous 13F +225,254 shares

    0.09% of the 13F portfolio, value $35,891,174.

    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: 10,795 shares
    • Kestra Advisory Services, LLC: 1,891,228 shares

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

  2. period ended2026-03-31
    13F 1,676,769 shares
    Change vs previous 13F +82,745 shares

    0.12% of the 13F portfolio, value $40,896,396.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,623 shares
    • Kestra Advisory Services, LLC: 1,665,146 shares

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

  3. period ended2025-12-31
    13F 1,594,024 shares
    Change vs previous 13F +493,967 shares

    0.12% of the 13F portfolio, value $37,698,668.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,795 shares
    • Kestra Advisory Services, LLC: 1,583,229 shares

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

  4. period ended2025-09-30
    13F 1,100,057 shares
    Change vs previous 13F -117,772 shares

    0.06% of the 13F portfolio, value $17,270,895.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,795 shares
    • Kestra Advisory Services, LLC: 1,089,262 shares

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

  5. period ended2025-06-30
    13F 1,217,829 shares
    Change vs previous 13F +364,297 shares

    0.05% of the 13F portfolio, value $14,906,227.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,745 shares
    • Kestra Advisory Services, LLC: 1,207,084 shares

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

  6. period ended2025-03-31
    13F 853,532 shares
    Change vs previous 13F +167,768 shares

    0.04% of the 13F portfolio, value $9,900,971.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,745 shares
    • Kestra Advisory Services, LLC: 842,787 shares

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

  7. period ended2024-12-31
    13F 685,764 shares
    Change vs previous 13F +442,598 shares

    0.03% of the 13F portfolio, value $6,617,622.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,745 shares
    • Kestra Advisory Services, LLC: 675,019 shares

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

  8. period ended2024-09-30
    13F 243,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,541,085.

    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).