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Kestra Advisory Services, LLC: RWX position timeline

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

Kestra Advisory Services, LLC held 57,206 RWX 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 57,206 shares
    Change vs previous 13F +1,657 shares

    <0.01% of the 13F portfolio, value $1,545,148.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory 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 55,549 shares
    Change vs previous 13F +1,147 shares

    0.01% of the 13F portfolio, value $1,478,705.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 54,402 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $1,523,259.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 54,290 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $1,509,796.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,051 shares
    Change vs previous 13F +821 shares

    0.01% of the 13F portfolio, value $1,481,004.

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

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

  6. period ended2025-03-31
    13F/A 53,230 shares
    Change vs previous 13F +15,953 shares

    0.01% of the 13F portfolio, value $1,303,070.

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

    • Kestra Advisory Services, LLC: 53,230 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 37,277 shares
    Change vs previous 13F -6,364 shares

    <0.01% of the 13F portfolio, value $858,862.

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

    • Kestra Advisory Services, LLC: 37,246 shares
    • Kestra Investment Management, LLC: 31 shares

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

  8. period ended2024-09-30
    13F 43,641 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,203,194.

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

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