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Kestra Advisory Services, LLC: SCHY position timeline

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

Kestra Advisory Services, LLC held 68,372 SCHY 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 68,372 shares
    Change vs previous 13F +30,360 shares

    0.01% of the 13F portfolio, value $2,169,439.

    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 38,012 shares
    Change vs previous 13F +4,828 shares

    <0.01% of the 13F portfolio, value $1,203,456.

    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 33,184 shares
    Change vs previous 13F +1,637 shares

    <0.01% of the 13F portfolio, value $989,543.

    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 31,547 shares
    Change vs previous 13F +7,368 shares

    <0.01% of the 13F portfolio, value $881,434.

    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 24,179 shares
    Change vs previous 13F +2,655 shares

    <0.01% of the 13F portfolio, value $661,296.

    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 21,524 shares
    Change vs previous 13F -2,430 shares

    <0.01% of the 13F portfolio, value $546,279.

    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 23,954 shares
    Change vs previous 13F -36,004 shares

    <0.01% of the 13F portfolio, value $553,816.

    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 59,958 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,569,102.

    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).