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Kestra Advisory Services, LLC: PWV position timeline

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

Kestra Advisory Services, LLC held 164,696 PWV 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 164,696 shares
    Change vs previous 13F -6,017 shares

    0.03% of the 13F portfolio, value $12,478,962.

    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: 3,673 shares
    • Kestra Advisory Services, LLC: 161,023 shares

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

  2. period ended2026-03-31
    13F 170,713 shares
    Change vs previous 13F +17,257 shares

    0.03% of the 13F portfolio, value $11,900,391.

    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: 3,657 shares
    • Kestra Advisory Services, LLC: 167,056 shares

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

  3. period ended2025-12-31
    13F 153,456 shares
    Change vs previous 13F +5,805 shares

    0.03% of the 13F portfolio, value $10,207,932.

    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: 3,700 shares
    • Kestra Advisory Services, LLC: 149,756 shares

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

  4. period ended2025-09-30
    13F 147,651 shares
    Change vs previous 13F -9,734 shares

    0.03% of the 13F portfolio, value $9,628,333.

    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: 3,944 shares
    • Kestra Advisory Services, LLC: 143,707 shares

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

  5. period ended2025-06-30
    13F 157,385 shares
    Change vs previous 13F +12,648 shares

    0.04% of the 13F portfolio, value $9,779,915.

    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: 3,930 shares
    • Kestra Advisory Services, LLC: 153,455 shares

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

  6. period ended2025-03-31
    13F 144,737 shares
    Change vs previous 13F -7,331 shares

    0.03% of the 13F portfolio, value $8,613,299.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,074 shares
    • Kestra Advisory Services, LLC: 140,663 shares

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

  7. period ended2024-12-31
    13F 152,068 shares
    Change vs previous 13F +16,095 shares

    0.04% of the 13F portfolio, value $8,649,005.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,143 shares
    • Kestra Advisory Services, LLC: 147,925 shares

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

  8. period ended2024-09-30
    13F 135,973 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,930,086.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,127 shares
    • Kestra Advisory Services, LLC: 131,846 shares

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