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Kestra Advisory Services, LLC: PTIN position timeline

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

Kestra Advisory Services, LLC held 20,436 PTIN 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 20,436 shares
    Change vs previous 13F +1,900 shares

    <0.01% of the 13F portfolio, value $749,404.

    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 18,536 shares
    Change vs previous 13F -9,238 shares

    <0.01% of the 13F portfolio, value $602,804.

    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 27,774 shares
    Change vs previous 13F -624 shares

    <0.01% of the 13F portfolio, value $873,482.

    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 28,398 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $865,294.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 28,818 shares
    Change vs previous 13F +12,932 shares

    <0.01% of the 13F portfolio, value $836,012.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 15,886 shares
    Change vs previous 13F +961 shares

    <0.01% of the 13F portfolio, value $465,778.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 14,925 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $414,169.

    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 14,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $446,498.

    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).