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Kestra Advisory Services, LLC: SE position timeline

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

Kestra Advisory Services, LLC held 5,845 SE 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 5,845 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $560,126.

    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 5,485 shares
    Change vs previous 13F -3,372 shares

    <0.01% of the 13F portfolio, value $454,213.

    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 8,857 shares
    Change vs previous 13F -2,360 shares

    <0.01% of the 13F portfolio, value $1,129,887.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,857 shares

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

  4. period ended2025-09-30
    13F 11,217 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $2,004,699.

    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: 3,054 shares
    • Kestra Advisory Services, LLC: 8,163 shares

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

  5. period ended2025-06-30
    13F 10,350 shares
    Change vs previous 13F -2,516 shares

    0.01% of the 13F portfolio, value $1,655,379.

    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: 2,386 shares
    • Kestra Advisory Services, LLC: 7,964 shares

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

  6. period ended2025-03-31
    13F/A 12,866 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $1,678,884.

    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: 3,509 shares
    • Kestra Advisory Services, LLC: 9,357 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 12,884 shares
    Change vs previous 13F +3,429 shares

    0.01% of the 13F portfolio, value $1,366,992.

    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: 4,397 shares
    • Kestra Advisory Services, LLC: 8,164 shares
    • Kestra Investment Management, LLC: 323 shares

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

  8. period ended2024-09-30
    13F 9,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $891,418.

    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: 4,252 shares
    • Kestra Advisory Services, LLC: 5,203 shares

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