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Kestra Advisory Services, LLC: PTY position timeline

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

Kestra Advisory Services, LLC held 413,459 PTY 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 413,459 shares
    Change vs previous 13F +4,086 shares

    0.02% of the 13F portfolio, value $4,973,915.

    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 409,373 shares
    Change vs previous 13F +5,791 shares

    0.02% of the 13F portfolio, value $4,937,040.

    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 403,582 shares
    Change vs previous 13F +92,174 shares

    0.02% of the 13F portfolio, value $5,206,210.

    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: 0 shares
    • Kestra Advisory Services, LLC: 403,582 shares

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

  4. period ended2025-09-30
    13F 311,408 shares
    Change vs previous 13F +105,821 shares

    0.02% of the 13F portfolio, value $4,496,727.

    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: 12,256 shares
    • Kestra Advisory Services, LLC: 299,152 shares

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

  5. period ended2025-06-30
    13F 205,587 shares
    Change vs previous 13F +12,851 shares

    0.01% of the 13F portfolio, value $2,859,709.

    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: 12,256 shares
    • Kestra Advisory Services, LLC: 193,331 shares

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

  6. period ended2025-03-31
    13F 192,736 shares
    Change vs previous 13F -29,200 shares

    0.01% of the 13F portfolio, value $2,786,963.

    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 221,936 shares
    Change vs previous 13F +5,905 shares

    0.02% of the 13F portfolio, value $3,189,220.

    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 216,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,108,686.

    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).