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Disclosery

Kestra Advisory Services, LLC: RC position timeline

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

Kestra Advisory Services, LLC held 33,559 RC 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 33,559 shares
    Change vs previous 13F -812 shares

    <0.01% of the 13F portfolio, value $58,729.

    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: 11,573 shares
    • Kestra Advisory Services, LLC: 21,986 shares

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

  2. period ended2026-03-31
    13F 34,371 shares
    Change vs previous 13F -33,616 shares

    <0.01% of the 13F portfolio, value $55,680.

    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: 11,524 shares
    • Kestra Advisory Services, LLC: 22,847 shares

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

  3. period ended2025-12-31
    13F 67,987 shares
    Change vs previous 13F +18,358 shares

    <0.01% of the 13F portfolio, value $148,211.

    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: 45,234 shares
    • Kestra Advisory Services, LLC: 22,753 shares

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

  4. period ended2025-09-30
    13F 49,629 shares
    Change vs previous 13F -8,606 shares

    <0.01% of the 13F portfolio, value $192,065.

    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 58,235 shares
    Change vs previous 13F -4,017 shares

    <0.01% of the 13F portfolio, value $254,488.

    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 62,252 shares
    Change vs previous 13F +40,909 shares

    <0.01% of the 13F portfolio, value $316,863.

    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 21,343 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,559.

    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).