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Kestra Advisory Services, LLC: RSP position timeline

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

Kestra Advisory Services, LLC held 678,925 RSP 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 678,925 shares
    Change vs previous 13F -2,689 shares

    0.32% of the 13F portfolio, value $144,454,796.

    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: 53,625 shares
    • Kestra Advisory Services, LLC: 611,190 shares
    • Kestra Investment Management, LLC: 14,110 shares

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

  2. period ended2026-03-31
    13F 681,614 shares
    Change vs previous 13F +39,466 shares

    0.32% of the 13F portfolio, value $130,815,304.

    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: 57,183 shares
    • Kestra Advisory Services, LLC: 610,240 shares
    • Kestra Investment Management, LLC: 14,191 shares

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

  3. period ended2025-12-31
    13F 642,148 shares
    Change vs previous 13F -23,843 shares

    0.34% of the 13F portfolio, value $123,009,864.

    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: 50,553 shares
    • Kestra Advisory Services, LLC: 578,600 shares
    • Kestra Investment Management, LLC: 12,995 shares

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

  4. period ended2025-09-30
    13F 665,991 shares
    Change vs previous 13F +206,661 shares

    0.38% of the 13F portfolio, value $126,338,577.

    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: 48,056 shares
    • Kestra Advisory Services, LLC: 608,799 shares
    • Kestra Investment Management, LLC: 9,136 shares

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

  5. period ended2025-06-30
    13F/A 459,330 shares
    Change vs previous 13F +11,556 shares

    0.27% of the 13F portfolio, value $83,478,734.

    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: 48,587 shares
    • Kestra Advisory Services, LLC: 407,230 shares
    • Kestra Investment Management, LLC: 3,513 shares

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

  6. period ended2025-03-31
    13F/A 447,774 shares
    Change vs previous 13F -420,679 shares

    0.26% of the 13F portfolio, value $77,567,890.

    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: 43,778 shares
    • Kestra Advisory Services, LLC: 401,905 shares
    • Kestra Investment Management, LLC: 2,091 shares

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

  7. period ended2024-12-31
    13F 868,453 shares
    Change vs previous 13F +15,979 shares

    0.57% of the 13F portfolio, value $152,179,001.

    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: 41,543 shares
    • Kestra Advisory Services, LLC: 826,909 shares
    • Kestra Investment Management, LLC: 1 shares

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

  8. period ended2024-09-30
    13F 852,474 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $152,729,234.

    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: 40,746 shares
    • Kestra Advisory Services, LLC: 811,728 shares

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