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Kestra Advisory Services, LLC: PSN position timeline

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

Kestra Advisory Services, LLC held 6,196 PSN 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 6,196 shares
    Change vs previous 13F -2,595 shares

    <0.01% of the 13F portfolio, value $324,608.

    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 8,791 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $476,208.

    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 8,000 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $494,400.

    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 7,539 shares
    Change vs previous 13F +3,479 shares

    <0.01% of the 13F portfolio, value $625,134.

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

    • Kestra Advisory Services, LLC: 7,539 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 4,060 shares
    Change vs previous 13F +4,046 shares

    <0.01% of the 13F portfolio, value $291,386.

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

    • Kestra Advisory Services, LLC: 4,046 shares
    • Kestra Investment Management, LLC: 14 shares

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

  6. period ended2025-03-31
    13F/A 14 shares
    Change vs previous 13F -2,962 shares

    <0.01% of the 13F portfolio, value $829.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 14 shares

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

  7. period ended2024-12-31
    13F 2,976 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $274,536.

    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 2,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,220.

    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).