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Kestra Advisory Services, LLC: ROBT position timeline

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

Kestra Advisory Services, LLC held 51,946 ROBT 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 51,946 shares
    Change vs previous 13F -16,432 shares

    0.01% of the 13F portfolio, value $2,922,499.

    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: 4,215 shares
    • Kestra Advisory Services, LLC: 47,731 shares

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

  2. period ended2026-03-31
    13F 68,378 shares
    Change vs previous 13F +4,677 shares

    0.01% of the 13F portfolio, value $3,156,355.

    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: 5,615 shares
    • Kestra Advisory Services, LLC: 62,763 shares

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

  3. period ended2025-12-31
    13F 63,701 shares
    Change vs previous 13F +9,802 shares

    0.01% of the 13F portfolio, value $3,303,962.

    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: 5,517 shares
    • Kestra Advisory Services, LLC: 58,184 shares

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

  4. period ended2025-09-30
    13F 53,899 shares
    Change vs previous 13F +5,097 shares

    0.01% of the 13F portfolio, value $2,850,738.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,427 shares
    • Kestra Advisory Services, LLC: 48,472 shares

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

  5. period ended2025-06-30
    13F 48,802 shares
    Change vs previous 13F +8,520 shares

    0.01% of the 13F portfolio, value $2,357,140.

    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 40,282 shares
    Change vs previous 13F -2,178 shares

    0.01% of the 13F portfolio, value $1,638,269.

    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 42,460 shares
    Change vs previous 13F +4,585 shares

    0.01% of the 13F portfolio, value $1,912,398.

    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).

  8. period ended2024-09-30
    13F 37,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,658,566.

    13F-HR 0001830819-24-000009 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).