Kestra Advisory Services, LLC: SEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on SEE, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 SEE shares at 2026-03-31 per its 13F-HR filed 2026-04-20.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -11,636 shares
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: 0 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 11,636 sharesChange vs previous 13F +1,665 shares
<0.01% of the 13F portfolio, value $482,055.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,754 shares
- Kestra Advisory Services, LLC: 1,882 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,971 sharesChange vs previous 13F -125 shares
<0.01% of the 13F portfolio, value $352,492.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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/A 10,096 sharesChange vs previous 13F -338 shares
<0.01% of the 13F portfolio, value $313,279.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,096 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 10,434 sharesChange vs previous 13F -9,265 shares
<0.01% of the 13F portfolio, value $301,543.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,360 shares
- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 74 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,699 sharesChange vs previous 13F -335 shares
<0.01% of the 13F portfolio, value $666,417.
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: 8,093 shares
- Kestra Advisory Services, LLC: 11,555 shares
- Kestra Investment Management, LLC: 51 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,034 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $727,223.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,813 shares
- Kestra Advisory Services, LLC: 9,221 shares
Acceptance time not in the bulk data set (spec §4.2).