Skip to content
Disclosery

Kestra Advisory Services, LLC: PZT position timeline

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

Kestra Advisory Services, LLC held 18,035 PZT 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 18,035 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $410,029.

    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 17,694 shares
    Change vs previous 13F +4,593 shares

    <0.01% of the 13F portfolio, value $390,513.

    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 13,101 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $292,341.

    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 12,991 shares
    Change vs previous 13F -8,600 shares

    <0.01% of the 13F portfolio, value $288,940.

    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 21,591 shares
    Change vs previous 13F -15,987 shares

    <0.01% of the 13F portfolio, value $467,235.

    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 37,578 shares
    Change vs previous 13F +6,668 shares

    <0.01% of the 13F portfolio, value $830,474.

    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 30,910 shares
    Change vs previous 13F +16,969 shares

    <0.01% of the 13F portfolio, value $701,657.

    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 13,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,517.

    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).