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Kestra Advisory Services, LLC: RKT position timeline

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

Kestra Advisory Services, LLC held 125,943 RKT 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 125,943 shares
    Change vs previous 13F -81,593 shares

    <0.01% of the 13F portfolio, value $1,983,603.

    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: 80,776 shares
    • Kestra Advisory Services, LLC: 45,167 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 207,536 shares
    Change vs previous 13F -66,271 shares

    0.01% of the 13F portfolio, value $2,957,383.

    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: 107,121 shares
    • Kestra Advisory Services, LLC: 87,407 shares
    • Kestra Investment Management, LLC: 13,008 shares

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

  3. period ended2025-12-31
    13F 273,807 shares
    Change vs previous 13F +211,653 shares

    0.02% of the 13F portfolio, value $5,300,913.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,803 shares
    • Kestra Advisory Services, LLC: 164,004 shares

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

  4. period ended2025-09-30
    13F 62,154 shares
    Change vs previous 13F +22,931 shares

    0.02% of the 13F portfolio, value $1,204,539.

    13F-HR 0001649451-25-000009 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).

  5. period ended2025-06-30
    13F 39,223 shares
    Change vs previous 13F +13,553 shares

    0.01% of the 13F portfolio, value $556,182.

    13F-HR 0001649451-25-000006 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).

  6. period ended2025-03-31
    13F/A 25,670 shares
    Change vs previous 13F +25,356 shares

    0.01% of the 13F portfolio, value $309,837.

    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: 25,670 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 314 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,536.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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