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Kestra Advisory Services, LLC: PWB position timeline

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

Kestra Advisory Services, LLC held 120,265 PWB 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 120,265 shares
    Change vs previous 13F -1,751 shares

    0.05% of the 13F portfolio, value $20,259,918.

    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: 5,063 shares
    • Kestra Advisory Services, LLC: 115,202 shares

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

  2. period ended2026-03-31
    13F 122,016 shares
    Change vs previous 13F +8,975 shares

    0.04% of the 13F portfolio, value $15,365,532.

    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: 5,437 shares
    • Kestra Advisory Services, LLC: 116,579 shares

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

  3. period ended2025-12-31
    13F 113,041 shares
    Change vs previous 13F +22,338 shares

    0.04% of the 13F portfolio, value $14,368,701.

    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: 5,336 shares
    • Kestra Advisory Services, LLC: 107,705 shares

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

  4. period ended2025-09-30
    13F 90,703 shares
    Change vs previous 13F -5,832 shares

    0.05% of the 13F portfolio, value $11,376,025.

    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: 0 shares
    • Kestra Advisory Services, LLC: 90,703 shares

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

  5. period ended2025-06-30
    13F 96,535 shares
    Change vs previous 13F +6,372 shares

    0.04% of the 13F portfolio, value $11,337,121.

    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: 6,016 shares
    • Kestra Advisory Services, LLC: 90,519 shares

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

  6. period ended2025-03-31
    13F 90,163 shares
    Change vs previous 13F +2,859 shares

    0.04% of the 13F portfolio, value $8,659,255.

    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 87,304 shares
    Change vs previous 13F +3,944 shares

    0.05% of the 13F portfolio, value $8,882,126.

    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 83,360 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,226,112.

    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).