Skip to content
Disclosery

Kestra Advisory Services, LLC: PTON position timeline

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

Kestra Advisory Services, LLC held 41,163 PTON 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 41,163 shares
    Change vs previous 13F +10,778 shares

    <0.01% of the 13F portfolio, value $243,273.

    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 30,385 shares
    Change vs previous 13F +2,964 shares

    <0.01% of the 13F portfolio, value $130,352.

    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 27,421 shares
    Change vs previous 13F -3,460 shares

    <0.01% of the 13F portfolio, value $168,913.

    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 30,881 shares
    Change vs previous 13F -71,762 shares

    <0.01% of the 13F portfolio, value $277,929.

    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 102,643 shares
    Change vs previous 13F +54,269 shares

    <0.01% of the 13F portfolio, value $712,342.

    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/A 48,374 shares
    Change vs previous 13F -62,440 shares

    <0.01% of the 13F portfolio, value $305,724.

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

    • Kestra Advisory Services, LLC: 48,374 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 110,814 shares
    Change vs previous 13F +48,694 shares

    <0.01% of the 13F portfolio, value $964,082.

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

    • Kestra Advisory Services, LLC: 110,533 shares
    • Kestra Investment Management, LLC: 281 shares

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

  8. period ended2024-09-30
    13F 62,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,722.

    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).