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Kestra Advisory Services, LLC: RECS position timeline

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

Kestra Advisory Services, LLC held 812,796 RECS 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 812,796 shares
    Change vs previous 13F +22,342 shares

    0.09% of the 13F portfolio, value $35,177,788.

    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: 432,449 shares
    • Kestra Advisory Services, LLC: 380,347 shares

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

  2. period ended2026-03-31
    13F 790,454 shares
    Change vs previous 13F +79,821 shares

    0.09% of the 13F portfolio, value $30,811,907.

    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: 417,569 shares
    • Kestra Advisory Services, LLC: 372,885 shares

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

  3. period ended2025-12-31
    13F 710,633 shares
    Change vs previous 13F +78,891 shares

    0.09% of the 13F portfolio, value $29,022,252.

    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: 378,698 shares
    • Kestra Advisory Services, LLC: 331,935 shares

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

  4. period ended2025-09-30
    13F 631,742 shares
    Change vs previous 13F +244,517 shares

    0.09% of the 13F portfolio, value $25,490,781.

    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: 321,184 shares
    • Kestra Advisory Services, LLC: 310,558 shares

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

  5. period ended2025-06-30
    13F 387,225 shares
    Change vs previous 13F +101,302 shares

    0.05% of the 13F portfolio, value $14,246,008.

    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: 241,380 shares
    • Kestra Advisory Services, LLC: 145,845 shares

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

  6. period ended2025-03-31
    13F 285,923 shares
    Change vs previous 13F +211,510 shares

    0.04% of the 13F portfolio, value $9,495,503.

    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: 179,451 shares
    • Kestra Advisory Services, LLC: 106,472 shares

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

  7. period ended2024-12-31
    13F 74,413 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,576,178.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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