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Kestra Advisory Services, LLC: SCHE position timeline

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

Kestra Advisory Services, LLC held 173,636 SCHE 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 173,636 shares
    Change vs previous 13F -1,631 shares

    0.02% of the 13F portfolio, value $6,296,029.

    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 175,267 shares
    Change vs previous 13F +3,912 shares

    0.02% of the 13F portfolio, value $5,775,064.

    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 171,355 shares
    Change vs previous 13F -7,755 shares

    0.02% of the 13F portfolio, value $5,611,867.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 171,355 shares

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

  4. period ended2025-09-30
    13F 179,110 shares
    Change vs previous 13F +168,320 shares

    0.02% of the 13F portfolio, value $5,976,910.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,261 shares
    • Kestra Advisory Services, LLC: 170,849 shares

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

  5. period ended2025-06-30
    13F 10,790 shares
    Change vs previous 13F +2,542 shares

    <0.01% of the 13F portfolio, value $325,204.

    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 8,248 shares
    Change vs previous 13F -154,895 shares

    <0.01% of the 13F portfolio, value $227,397.

    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: 8,248 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 163,143 shares
    Change vs previous 13F -8,495 shares

    0.02% of the 13F portfolio, value $4,344,498.

    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: 163,100 shares
    • Kestra Investment Management, LLC: 43 shares

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

  8. period ended2024-09-30
    13F 171,638 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,008,399.

    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).