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Kestra Advisory Services, LLC: QQEW position timeline

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

Kestra Advisory Services, LLC held 149,677 QQEW 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 149,677 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $23,888,377.

    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: 13,590 shares
    • Kestra Advisory Services, LLC: 136,087 shares

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

  2. period ended2026-03-31
    13F 149,636 shares
    Change vs previous 13F +356 shares

    0.06% of the 13F portfolio, value $18,999,897.

    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: 15,663 shares
    • Kestra Advisory Services, LLC: 133,973 shares

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

  3. period ended2025-12-31
    13F 149,280 shares
    Change vs previous 13F +5,806 shares

    0.07% of the 13F portfolio, value $21,217,049.

    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: 19,681 shares
    • Kestra Advisory Services, LLC: 129,599 shares

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

  4. period ended2025-09-30
    13F 143,474 shares
    Change vs previous 13F +11,778 shares

    0.07% of the 13F portfolio, value $20,245,680.

    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: 19,653 shares
    • Kestra Advisory Services, LLC: 123,821 shares

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

  5. period ended2025-06-30
    13F 131,696 shares
    Change vs previous 13F -15,063 shares

    0.07% of the 13F portfolio, value $17,975,119.

    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: 19,749 shares
    • Kestra Advisory Services, LLC: 111,947 shares

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

  6. period ended2025-03-31
    13F 146,759 shares
    Change vs previous 13F +7,810 shares

    0.07% of the 13F portfolio, value $17,747,566.

    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: 46,304 shares
    • Kestra Advisory Services, LLC: 100,455 shares

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

  7. period ended2024-12-31
    13F 138,949 shares
    Change vs previous 13F +3,731 shares

    0.07% of the 13F portfolio, value $17,363,067.

    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: 51,399 shares
    • Kestra Advisory Services, LLC: 87,550 shares

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

  8. period ended2024-09-30
    13F 135,218 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,963,048.

    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: 48,230 shares
    • Kestra Advisory Services, LLC: 86,988 shares

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