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Kestra Advisory Services, LLC: ROP position timeline

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

Kestra Advisory Services, LLC held 7,376 ROP 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 7,376 shares
    Change vs previous 13F -857 shares

    0.01% of the 13F portfolio, value $2,495,986.

    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: 0 shares
    • Kestra Advisory Services, LLC: 7,376 shares

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

  2. period ended2026-03-31
    13F 8,233 shares
    Change vs previous 13F -2,425 shares

    0.01% of the 13F portfolio, value $2,913,456.

    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: 723 shares
    • Kestra Advisory Services, LLC: 7,510 shares

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

  3. period ended2025-12-31
    13F 10,658 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $4,743,991.

    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: 943 shares
    • Kestra Advisory Services, LLC: 9,715 shares

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

  4. period ended2025-09-30
    13F 10,687 shares
    Change vs previous 13F +2,749 shares

    0.02% of the 13F portfolio, value $5,329,934.

    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: 1,528 shares
    • Kestra Advisory Services, LLC: 9,159 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 7,938 shares
    Change vs previous 13F +1,407 shares

    0.01% of the 13F portfolio, value $4,499,476.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 973 shares
    • Kestra Advisory Services, LLC: 6,294 shares
    • Kestra Investment Management, LLC: 671 shares

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

  6. period ended2025-03-31
    13F/A 6,531 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $3,850,548.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 601 shares
    • Kestra Advisory Services, LLC: 5,866 shares
    • Kestra Investment Management, LLC: 64 shares

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

  7. period ended2024-12-31
    13F 6,349 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $3,300,528.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 599 shares
    • Kestra Advisory Services, LLC: 5,750 shares

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

  8. period ended2024-09-30
    13F 6,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,340,184.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 585 shares
    • Kestra Advisory Services, LLC: 5,418 shares

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