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Kestra Advisory Services, LLC: QUAL position timeline

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

Kestra Advisory Services, LLC held 1,103,522 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,103,522 shares
    Change vs previous 13F -370,932 shares

    0.54% of the 13F portfolio, value $242,145,973.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 108,440 shares
    • Kestra Advisory Services, LLC: 401,182 shares
    • Kestra Investment Management, LLC: 593,900 shares

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

  2. period ended2026-03-31
    13F 1,474,454 shares
    Change vs previous 13F -180,080 shares

    0.7% of the 13F portfolio, value $282,814,859.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,418 shares
    • Kestra Advisory Services, LLC: 443,371 shares
    • Kestra Investment Management, LLC: 930,665 shares

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

  3. period ended2025-12-31
    13F 1,654,534 shares
    Change vs previous 13F +90,667 shares

    0.9% of the 13F portfolio, value $328,623,454.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 108,164 shares
    • Kestra Advisory Services, LLC: 727,584 shares
    • Kestra Investment Management, LLC: 818,786 shares

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

  4. period ended2025-09-30
    13F 1,563,867 shares
    Change vs previous 13F +122,787 shares

    0.92% of the 13F portfolio, value $304,172,333.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 132,628 shares
    • Kestra Advisory Services, LLC: 550,293 shares
    • Kestra Investment Management, LLC: 880,946 shares

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

  5. period ended2025-06-30
    13F/A 1,441,080 shares
    Change vs previous 13F -80,395 shares

    0.86% of the 13F portfolio, value $263,458,279.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 124,056 shares
    • Kestra Advisory Services, LLC: 534,579 shares
    • Kestra Investment Management, LLC: 782,445 shares

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

  6. period ended2025-03-31
    13F/A 1,521,475 shares
    Change vs previous 13F +145,502 shares

    0.87% of the 13F portfolio, value $260,004,863.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 190,955 shares
    • Kestra Advisory Services, LLC: 541,903 shares
    • Kestra Investment Management, LLC: 788,617 shares

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

  7. period ended2024-12-31
    13F 1,375,973 shares
    Change vs previous 13F +133,627 shares

    0.92% of the 13F portfolio, value $245,033,342.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 204,777 shares
    • Kestra Advisory Services, LLC: 571,071 shares
    • Kestra Investment Management, LLC: 600,125 shares

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

  8. period ended2024-09-30
    13F 1,242,346 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $222,794,593.

    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: 162,631 shares
    • Kestra Advisory Services, LLC: 547,809 shares
    • Kestra Investment Management, LLC: 531,906 shares

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