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Kestra Advisory Services, LLC: SEIC position timeline

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

Kestra Advisory Services, LLC held 5,830 SEIC 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 5,830 shares
    Change vs previous 13F -6,142 shares

    <0.01% of the 13F portfolio, value $511,323.

    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: 2,470 shares
    • Kestra Advisory Services, LLC: 3,360 shares

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

  2. period ended2026-03-31
    13F 11,972 shares
    Change vs previous 13F -4,591 shares

    <0.01% of the 13F portfolio, value $939,503.

    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: 8,654 shares
    • Kestra Advisory Services, LLC: 3,318 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 16,563 shares
    Change vs previous 13F +865 shares

    <0.01% of the 13F portfolio, value $1,358,491.

    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: 8,930 shares
    • Kestra Advisory Services, LLC: 4,373 shares
    • Kestra Investment Management, LLC: 3,260 shares

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

  4. period ended2025-09-30
    13F 15,698 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $1,331,970.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,727 shares
    • Kestra Advisory Services, LLC: 4,132 shares
    • Kestra Investment Management, LLC: 3,839 shares

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

  5. period ended2025-06-30
    13F/A 16,134 shares
    Change vs previous 13F +4,591 shares

    <0.01% of the 13F portfolio, value $1,449,786.

    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: 8,046 shares
    • Kestra Advisory Services, LLC: 3,964 shares
    • Kestra Investment Management, LLC: 4,124 shares

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

  6. period ended2025-03-31
    13F/A 11,543 shares
    Change vs previous 13F +1,131 shares

    <0.01% of the 13F portfolio, value $896,084.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,747 shares
    • Kestra Advisory Services, LLC: 3,955 shares
    • Kestra Investment Management, LLC: 4,841 shares

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

  7. period ended2024-12-31
    13F 10,412 shares
    Change vs previous 13F +7,091 shares

    <0.01% of the 13F portfolio, value $858,782.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,730 shares
    • Kestra Advisory Services, LLC: 3,322 shares
    • Kestra Investment Management, LLC: 4,360 shares

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

  8. period ended2024-09-30
    13F 3,321 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,758.

    13F-HR 0001830819-24-000009 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).