Kestra Advisory Services, LLC: QYLD position timeline

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

Kestra Advisory Services, LLC held 753,761 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 753,761 shares
Change vs previous 13F +2,897 shares
0.03% of the 13F portfolio, value $13,891,813.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 245,550 shares
- Kestra Advisory Services, LLC: 508,211 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 750,864 shares
Change vs previous 13F -45,500 shares
0.04% of the 13F portfolio, value $12,877,326.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 240,497 shares
- Kestra Advisory Services, LLC: 510,367 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 796,364 shares
Change vs previous 13F +12,519 shares
0.04% of the 13F portfolio, value $14,071,757.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 268,487 shares
- Kestra Advisory Services, LLC: 527,877 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 783,845 shares
Change vs previous 13F +154,710 shares
0.05% of the 13F portfolio, value $13,333,199.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 270,334 shares
- Kestra Advisory Services, LLC: 513,511 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 629,135 shares
Change vs previous 13F +73,159 shares
0.04% of the 13F portfolio, value $10,519,145.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 258,994 shares
- Kestra Advisory Services, LLC: 370,141 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 555,976 shares
Change vs previous 13F +93,431 shares
0.03% of the 13F portfolio, value $9,245,881.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 246,265 shares
- Kestra Advisory Services, LLC: 309,711 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 462,545 shares
Change vs previous 13F +61,810 shares
0.03% of the 13F portfolio, value $8,427,571.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 244,754 shares
- Kestra Advisory Services, LLC: 216,425 shares
- Kestra Investment Management, LLC: 1,366 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 400,735 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,229,258.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 247,559 shares
- Kestra Advisory Services, LLC: 153,176 shares
Acceptance time not in the bulk data set (spec §4.2).