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Kestra Advisory Services, LLC: SAN position timeline

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

Kestra Advisory Services, LLC held 68,355 SAN 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 68,355 shares
    Change vs previous 13F +12,783 shares

    <0.01% of the 13F portfolio, value $943,295.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,477 shares
    • Kestra Advisory Services, LLC: 18,878 shares

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

  2. period ended2026-03-31
    13F 55,572 shares
    Change vs previous 13F -31,493 shares

    <0.01% of the 13F portfolio, value $626,856.

    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: 44,190 shares
    • Kestra Advisory Services, LLC: 11,382 shares

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

  3. period ended2025-12-31
    13F 87,065 shares
    Change vs previous 13F -3,548 shares

    <0.01% of the 13F portfolio, value $1,021,275.

    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: 45,242 shares
    • Kestra Advisory Services, LLC: 41,823 shares

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

  4. period ended2025-09-30
    13F 90,613 shares
    Change vs previous 13F -1,956 shares

    <0.01% of the 13F portfolio, value $949,629.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,654 shares
    • Kestra Advisory Services, LLC: 43,959 shares

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

  5. period ended2025-06-30
    13F 92,569 shares
    Change vs previous 13F +59,368 shares

    <0.01% of the 13F portfolio, value $768,322.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,427 shares
    • Kestra Advisory Services, LLC: 34,142 shares

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

  6. period ended2025-03-31
    13F 33,201 shares
    Change vs previous 13F +1,373 shares

    <0.01% of the 13F portfolio, value $222,447.

    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: 11,760 shares
    • Kestra Advisory Services, LLC: 21,441 shares

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

  7. period ended2024-12-31
    13F 31,828 shares
    Change vs previous 13F -6,757 shares

    <0.01% of the 13F portfolio, value $145,135.

    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: 13,031 shares
    • Kestra Advisory Services, LLC: 18,797 shares

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

  8. period ended2024-09-30
    13F 38,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $196,783.

    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: 15,602 shares
    • Kestra Advisory Services, LLC: 22,983 shares

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