Skip to content
Disclosery

Kestra Advisory Services, LLC: QS position timeline

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

Kestra Advisory Services, LLC held 62,478 QS 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 62,478 shares
    Change vs previous 13F -39,211 shares

    <0.01% of the 13F portfolio, value $472,334.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,105 shares
    • Kestra Advisory Services, LLC: 24,373 shares

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

  2. period ended2026-03-31
    13F 101,689 shares
    Change vs previous 13F +1,299 shares

    <0.01% of the 13F portfolio, value $648,773.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 76,067 shares
    • Kestra Advisory Services, LLC: 25,622 shares

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

  3. period ended2025-12-31
    13F 100,390 shares
    Change vs previous 13F +4,984 shares

    <0.01% of the 13F portfolio, value $1,046,060.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,340 shares
    • Kestra Advisory Services, LLC: 25,050 shares

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

  4. period ended2025-09-30
    13F 95,406 shares
    Change vs previous 13F +42,931 shares

    <0.01% of the 13F portfolio, value $1,175,402.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,706 shares
    • Kestra Advisory Services, LLC: 26,700 shares

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

  5. period ended2025-06-30
    13F 52,475 shares
    Change vs previous 13F -1,917 shares

    <0.01% of the 13F portfolio, value $352,632.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,038 shares
    • Kestra Advisory Services, LLC: 21,437 shares

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

  6. period ended2025-03-31
    13F 54,392 shares
    Change vs previous 13F -262,749 shares

    <0.01% of the 13F portfolio, value $226,271.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,422 shares
    • Kestra Advisory Services, LLC: 24,970 shares

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

  7. period ended2024-12-31
    13F 317,141 shares
    Change vs previous 13F +37,371 shares

    0.01% of the 13F portfolio, value $1,645,962.

    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: 28,147 shares
    • Kestra Advisory Services, LLC: 288,994 shares

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

  8. period ended2024-09-30
    13F 279,770 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,608,678.

    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: 28,397 shares
    • Kestra Advisory Services, LLC: 251,373 shares

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