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Kestra Advisory Services, LLC: SBRA position timeline

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

Kestra Advisory Services, LLC held 159,194 SBRA 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 159,194 shares
    Change vs previous 13F +6,987 shares

    0.01% of the 13F portfolio, value $3,105,875.

    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 152,207 shares
    Change vs previous 13F -23,627 shares

    0.01% of the 13F portfolio, value $2,926,938.

    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 175,834 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $3,330,288.

    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 175,651 shares
    Change vs previous 13F +35,021 shares

    0.01% of the 13F portfolio, value $3,274,137.

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

    • Kestra Advisory Services, LLC: 175,651 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 140,630 shares
    Change vs previous 13F -4,493 shares

    0.01% of the 13F portfolio, value $2,593,214.

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

    • Kestra Advisory Services, LLC: 138,539 shares
    • Kestra Investment Management, LLC: 2,091 shares

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

  6. period ended2025-03-31
    13F/A 145,123 shares
    Change vs previous 13F -34,440 shares

    0.01% of the 13F portfolio, value $2,535,299.

    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: 142,117 shares
    • Kestra Investment Management, LLC: 3,006 shares

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

  7. period ended2024-12-31
    13F 179,563 shares
    Change vs previous 13F +51,906 shares

    0.01% of the 13F portfolio, value $3,110,031.

    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: 153,190 shares
    • Kestra Investment Management, LLC: 26,373 shares

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

  8. period ended2024-09-30
    13F 127,657 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,375,698.

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

    • Kestra Advisory Services, LLC: 64,555 shares
    • Kestra Investment Management, LLC: 63,102 shares

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