Kestra Advisory Services, LLC: RWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on RWL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 389,732 RWL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 389,732 sharesChange vs previous 13F -143,957 shares
0.12% of the 13F portfolio, value $49,792,151.
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: 60,845 shares
- Kestra Advisory Services, LLC: 328,887 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 533,689 sharesChange vs previous 13F +33,535 shares
0.18% of the 13F portfolio, value $61,326,206.
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: 65,271 shares
- Kestra Advisory Services, LLC: 468,418 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 500,154 sharesChange vs previous 13F +90,531 shares
0.18% of the 13F portfolio, value $57,267,654.
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: 71,472 shares
- Kestra Advisory Services, LLC: 428,682 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 409,623 sharesChange vs previous 13F +21,905 shares
0.15% of the 13F portfolio, value $45,328,893.
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: 77,538 shares
- Kestra Advisory Services, LLC: 332,085 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 387,718 sharesChange vs previous 13F +111,670 shares
0.15% of the 13F portfolio, value $40,435,111.
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: 76,393 shares
- Kestra Advisory Services, LLC: 311,325 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 276,048 sharesChange vs previous 13F +68,680 shares
0.1% of the 13F portfolio, value $27,422,608.
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: 71,919 shares
- Kestra Advisory Services, LLC: 204,129 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 207,368 sharesChange vs previous 13F +77,993 shares
0.08% of the 13F portfolio, value $20,305,475.
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: 62,140 shares
- Kestra Advisory Services, LLC: 145,228 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 129,375 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $12,687,821.
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: 47,926 shares
- Kestra Advisory Services, LLC: 81,449 shares
Acceptance time not in the bulk data set (spec §4.2).