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Kestra Advisory Services, LLC: RTO position timeline

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

Kestra Advisory Services, LLC held 23,692 RTO 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 23,692 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $677,817.

    13F-HR 0001649451-26-000008 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).

  2. period ended2026-03-31
    13F 23,971 shares
    Change vs previous 13F +11,467 shares

    0.01% of the 13F portfolio, value $754,593.

    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: 23,971 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 12,504 shares
    Change vs previous 13F +12,504 shares

    <0.01% of the 13F portfolio, value $368,356.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,883 shares
    • Kestra Advisory Services, LLC: 2,621 shares

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

  4. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -476 shares

    13F-HR/A 0001962449-25-000005 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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F/A 476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,901.

    13F-HR/A 0001962449-25-000003 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).