Kestra Advisory Services, LLC: SBUX position timeline

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

Kestra Advisory Services, LLC held 322,090 SBUX 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 322,090 shares
Change vs previous 13F +28,495 shares
0.08% of the 13F portfolio, value $32,914,387.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 103,675 shares
- Kestra Advisory Services, LLC: 218,415 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 293,595 shares
Change vs previous 13F +22,499 shares
0.08% of the 13F portfolio, value $26,303,124.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 100,442 shares
- Kestra Advisory Services, LLC: 193,153 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 271,096 shares
Change vs previous 13F +4,436 shares
0.07% of the 13F portfolio, value $22,828,960.
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: 92,745 shares
- Kestra Advisory Services, LLC: 178,351 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 266,660 shares
Change vs previous 13F +7,312 shares
0.08% of the 13F portfolio, value $22,559,504.
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: 83,840 shares
- Kestra Advisory Services, LLC: 182,820 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 259,348 shares
Change vs previous 13F +1,549 shares
0.09% of the 13F portfolio, value $23,764,058.
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: 82,584 shares
- Kestra Advisory Services, LLC: 176,764 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 257,799 shares
Change vs previous 13F -824 shares
0.08% of the 13F portfolio, value $25,287,504.
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: 86,554 shares
- Kestra Advisory Services, LLC: 171,205 shares
- Kestra Investment Management, LLC: 40 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 258,623 shares
Change vs previous 13F -26,921 shares
0.09% of the 13F portfolio, value $23,599,415.
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: 85,589 shares
- Kestra Advisory Services, LLC: 172,163 shares
- Kestra Investment Management, LLC: 871 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 285,544 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $27,837,717.
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: 83,915 shares
- Kestra Advisory Services, LLC: 201,629 shares
Acceptance time not in the bulk data set (spec §4.2).