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Kestra Advisory Services, LLC: SCHR position timeline

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

Kestra Advisory Services, LLC held 252,944 SCHR 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 252,944 shares
    Change vs previous 13F +10,526 shares

    0.02% of the 13F portfolio, value $6,237,595.

    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 242,418 shares
    Change vs previous 13F +6,106 shares

    0.02% of the 13F portfolio, value $6,038,628.

    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 236,312 shares
    Change vs previous 13F +38,234 shares

    0.02% of the 13F portfolio, value $5,926,696.

    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 198,078 shares
    Change vs previous 13F +12,782 shares

    0.02% of the 13F portfolio, value $4,977,703.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 185,296 shares
    Change vs previous 13F +12,975 shares

    0.02% of the 13F portfolio, value $4,637,964.

    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 172,321 shares
    Change vs previous 13F +32,720 shares

    0.02% of the 13F portfolio, value $4,283,900.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 139,601 shares
    Change vs previous 13F +66,053 shares

    0.02% of the 13F portfolio, value $3,390,908.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 73,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,721,527.

    13F-HR 0001830819-24-000009 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: 73,548 shares

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