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Kestra Advisory Services, LLC: SDY position timeline

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

Kestra Advisory Services, LLC held 308,518 SDY 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 308,518 shares
    Change vs previous 13F +18,152 shares

    0.12% of the 13F portfolio, value $46,950,306.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,539 shares
    • Kestra Advisory Services, LLC: 267,979 shares

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

  2. period ended2026-03-31
    13F 290,366 shares
    Change vs previous 13F +35,505 shares

    0.12% of the 13F portfolio, value $42,376,035.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,232 shares
    • Kestra Advisory Services, LLC: 253,134 shares

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

  3. period ended2025-12-31
    13F 254,861 shares
    Change vs previous 13F +12,430 shares

    0.11% of the 13F portfolio, value $35,466,503.

    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: 35,158 shares
    • Kestra Advisory Services, LLC: 219,703 shares

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

  4. period ended2025-09-30
    13F 242,431 shares
    Change vs previous 13F +45,427 shares

    0.12% of the 13F portfolio, value $33,952,448.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,334 shares
    • Kestra Advisory Services, LLC: 212,097 shares

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

  5. period ended2025-06-30
    13F 197,004 shares
    Change vs previous 13F +22,152 shares

    0.1% of the 13F portfolio, value $26,739,416.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,141 shares
    • Kestra Advisory Services, LLC: 167,863 shares

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

  6. period ended2025-03-31
    13F/A 174,852 shares
    Change vs previous 13F -31,393 shares

    0.09% of the 13F portfolio, value $23,723,919.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,446 shares
    • Kestra Advisory Services, LLC: 148,406 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 206,245 shares
    Change vs previous 13F -50,486 shares

    0.1% of the 13F portfolio, value $27,244,965.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,102 shares
    • Kestra Advisory Services, LLC: 180,908 shares
    • Kestra Investment Management, LLC: 235 shares

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

  8. period ended2024-09-30
    13F 256,731 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $36,466,012.

    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: 24,422 shares
    • Kestra Advisory Services, LLC: 232,309 shares

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