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Kestra Advisory Services, LLC: SDSI position timeline

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

Kestra Advisory Services, LLC held 57,435 SDSI 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 57,435 shares
    Change vs previous 13F +31,797 shares

    0.01% of the 13F portfolio, value $2,949,286.

    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: 47,278 shares
    • Kestra Advisory Services, LLC: 10,157 shares

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

  2. period ended2026-03-31
    13F 25,638 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $1,314,958.

    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: 14,373 shares
    • Kestra Advisory Services, LLC: 11,265 shares

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

  3. period ended2025-12-31
    13F 25,238 shares
    Change vs previous 13F +12,304 shares

    <0.01% of the 13F portfolio, value $1,301,776.

    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: 11,330 shares
    • Kestra Advisory Services, LLC: 13,908 shares

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

  4. period ended2025-09-30
    13F 12,934 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $668,767.

    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 12,399 shares
    Change vs previous 13F +5,182 shares

    <0.01% of the 13F portfolio, value $638,539.

    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 7,217 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $370,376.

    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 7,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,162.

    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).