Kestra Advisory Services, LLC: ROM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ROM, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 18,160 ROM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 18,160 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $2,818,412.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,160 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $1,423,734.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,156 sharesChange vs previous 13F +686 shares
0.01% of the 13F portfolio, value $1,712,075.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,470 sharesChange vs previous 13F +32 shares
0.01% of the 13F portfolio, value $1,618,745.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,438 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $1,327,242.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,434 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $931,499.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,434 sharesChange vs previous 13F +11,369 shares
0.01% of the 13F portfolio, value $1,215,673.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,065 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $406,772.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).