Kestra Advisory Services, LLC: SAP position timeline

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

Kestra Advisory Services, LLC held 13,469 SAP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 13,469 shares
Change vs previous 13F +7,789 shares
0.01% of the 13F portfolio, value $2,075,577.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,904 shares
- Kestra Advisory Services, LLC: 5,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,680 shares
Change vs previous 13F -1,656 shares
<0.01% of the 13F portfolio, value $972,432.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,247 shares
- Kestra Advisory Services, LLC: 2,433 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,336 shares
Change vs previous 13F -1,101 shares
0.01% of the 13F portfolio, value $1,781,866.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,160 shares
- Kestra Advisory Services, LLC: 6,176 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,437 shares
Change vs previous 13F -931 shares
0.01% of the 13F portfolio, value $2,254,534.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,145 shares
- Kestra Advisory Services, LLC: 7,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 9,368 shares
Change vs previous 13F -652 shares
0.01% of the 13F portfolio, value $2,848,938.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,582 shares
- Kestra Advisory Services, LLC: 7,786 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 10,020 shares
Change vs previous 13F -1,685 shares
0.01% of the 13F portfolio, value $2,689,769.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,589 shares
- Kestra Advisory Services, LLC: 8,316 shares
- Kestra Investment Management, LLC: 115 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 11,705 shares
Change vs previous 13F +1,730 shares
0.01% of the 13F portfolio, value $2,881,819.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,019 shares
- Kestra Advisory Services, LLC: 10,433 shares
- Kestra Investment Management, LLC: 253 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,975 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,285,292.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 951 shares
- Kestra Advisory Services, LLC: 9,024 shares
Acceptance time not in the bulk data set (spec §4.2).