Kestra Advisory Services, LLC: REGN position timeline

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

Kestra Advisory Services, LLC held 4,496 REGN 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 4,496 shares
Change vs previous 13F -967 shares
0.01% of the 13F portfolio, value $2,803,273.
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: 944 shares
- Kestra Advisory Services, LLC: 2,893 shares
- Kestra Investment Management, LLC: 659 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,463 shares
Change vs previous 13F +13 shares
0.01% of the 13F portfolio, value $4,220,926.
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: 993 shares
- Kestra Advisory Services, LLC: 4,470 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,450 shares
Change vs previous 13F +562 shares
0.01% of the 13F portfolio, value $4,206,091.
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: 1,045 shares
- Kestra Advisory Services, LLC: 4,405 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,888 shares
Change vs previous 13F -406 shares
0.01% of the 13F portfolio, value $2,748,212.
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: 1,054 shares
- Kestra Advisory Services, LLC: 3,834 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 5,294 shares
Change vs previous 13F -1,670 shares
0.01% of the 13F portfolio, value $2,779,141.
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: 1,611 shares
- Kestra Advisory Services, LLC: 3,683 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 6,964 shares
Change vs previous 13F -2,962 shares
0.01% of the 13F portfolio, value $4,416,778.
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: 2,058 shares
- Kestra Advisory Services, LLC: 4,905 shares
- Kestra Investment Management, LLC: 1 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,926 shares
Change vs previous 13F +916 shares
0.03% of the 13F portfolio, value $7,070,588.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,926 shares
- Kestra Advisory Services, LLC: 6,740 shares
- Kestra Investment Management, LLC: 1,260 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,010 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $9,471,747.
13F-HR 0001830819-24-000009 filed by Kestra Advisory 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: 1,706 shares
- Kestra Advisory Services, LLC: 6,688 shares
- Kestra Investment Management, LLC: 616 shares
Acceptance time not in the bulk data set (spec §4.2).