Kestra Advisory Services, LLC: SCLZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on SCLZ, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 5,515 SCLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,515 sharesChange vs previous 13F +68 shares
<0.01% of the 13F portfolio, value $309,052.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,447 sharesChange vs previous 13F +180 shares
<0.01% of the 13F portfolio, value $281,684.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,267 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $288,310.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,261 sharesChange vs previous 13F +283 shares
<0.01% of the 13F portfolio, value $285,964.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,978 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $263,122.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).