Kestra Advisory Services, LLC: SDVY position timeline

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

Kestra Advisory Services, LLC held 1,990,883 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,990,883 shares
Change vs previous 13F +31,938 shares
0.21% of the 13F portfolio, value $85,886,711.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 289,358 shares
- Kestra Advisory Services, LLC: 1,701,525 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,958,945 shares
Change vs previous 13F +84,515 shares
0.22% of the 13F portfolio, value $77,241,181.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 299,257 shares
- Kestra Advisory Services, LLC: 1,659,688 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,874,430 shares
Change vs previous 13F +186,769 shares
0.22% of the 13F portfolio, value $71,828,153.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 302,001 shares
- Kestra Advisory Services, LLC: 1,572,429 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,687,661 shares
Change vs previous 13F +94,195 shares
0.22% of the 13F portfolio, value $64,163,996.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 288,607 shares
- Kestra Advisory Services, LLC: 1,399,054 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,593,466 shares
Change vs previous 13F +24,174 shares
0.2% of the 13F portfolio, value $56,217,464.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 287,565 shares
- Kestra Advisory Services, LLC: 1,305,901 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,569,292 shares
Change vs previous 13F +177,810 shares
0.2% of the 13F portfolio, value $52,571,282.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 300,178 shares
- Kestra Advisory Services, LLC: 1,269,114 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,391,482 shares
Change vs previous 13F +15,394 shares
0.19% of the 13F portfolio, value $49,884,629.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 323,605 shares
- Kestra Advisory Services, LLC: 1,064,652 shares
- Kestra Investment Management, LLC: 3,225 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,376,088 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $50,062,071.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 410,378 shares
- Kestra Advisory Services, LLC: 965,710 shares
Acceptance time not in the bulk data set (spec §4.2).