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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

  1. period ended2026-03-31
    13F 0 shares
    Change 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.

  2. period ended2025-12-31
    13F 11,636 shares
    Change 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).

  3. period ended2025-09-30
    13F 9,971 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F/A 10,096 shares
    Change 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).

  5. period ended2025-03-31
    13F/A 10,434 shares
    Change 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).

  6. period ended2024-12-31
    13F 19,699 shares
    Change 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).

  7. period ended2024-09-30
    13F 20,034 shares
    Change 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).