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Disclosery

Kestra Advisory Services, LLC: RA position timeline

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

Kestra Advisory Services, LLC held 41,144 RA 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 41,144 shares
    Change vs previous 13F -483 shares

    <0.01% of the 13F portfolio, value $529,937.

    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 41,627 shares
    Change vs previous 13F +614 shares

    <0.01% of the 13F portfolio, value $535,324.

    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 41,013 shares
    Change vs previous 13F +5,227 shares

    <0.01% of the 13F portfolio, value $531,531.

    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 35,786 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $478,097.

    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 36,549 shares
    Change vs previous 13F +264 shares

    <0.01% of the 13F portfolio, value $488,658.

    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 36,285 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $477,511.

    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 36,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $483,316.

    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).