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Kestra Advisory Services, LLC: SCHP position timeline

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

Kestra Advisory Services, LLC held 520,464 SCHP 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 520,464 shares
    Change vs previous 13F -26,643 shares

    0.03% of the 13F portfolio, value $13,792,288.

    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: 424,543 shares
    • Kestra Advisory Services, LLC: 95,921 shares

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

  2. period ended2026-03-31
    13F 547,107 shares
    Change vs previous 13F +54,991 shares

    0.04% of the 13F portfolio, value $14,558,531.

    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: 428,723 shares
    • Kestra Advisory Services, LLC: 118,384 shares

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

  3. period ended2025-12-31
    13F 492,116 shares
    Change vs previous 13F +9,310 shares

    0.04% of the 13F portfolio, value $13,036,159.

    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: 403,937 shares
    • Kestra Advisory Services, LLC: 88,179 shares

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

  4. period ended2025-09-30
    13F 482,806 shares
    Change vs previous 13F -37,446 shares

    0.04% of the 13F portfolio, value $13,011,628.

    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: 392,736 shares
    • Kestra Advisory Services, LLC: 90,070 shares

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

  5. period ended2025-06-30
    13F 520,252 shares
    Change vs previous 13F +42,164 shares

    0.05% of the 13F portfolio, value $13,880,313.

    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: 396,279 shares
    • Kestra Advisory Services, LLC: 123,973 shares

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

  6. period ended2025-03-31
    13F/A 478,088 shares
    Change vs previous 13F -43,731 shares

    0.05% of the 13F portfolio, value $12,855,787.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 377,613 shares
    • Kestra Advisory Services, LLC: 100,475 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 521,819 shares
    Change vs previous 13F +238,180 shares

    0.05% of the 13F portfolio, value $13,478,585.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 372,617 shares
    • Kestra Advisory Services, LLC: 145,657 shares
    • Kestra Investment Management, LLC: 3,545 shares

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

  8. period ended2024-09-30
    13F 283,639 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,211,579.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 143,976 shares
    • Kestra Advisory Services, LLC: 135,911 shares
    • Kestra Investment Management, LLC: 3,752 shares

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