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Kestra Advisory Services, LLC: SEIX position timeline

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

Kestra Advisory Services, LLC held 21,689 SEIX 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 21,689 shares
    Change vs previous 13F -12,909 shares

    0.01% of the 13F portfolio, value $501,658.

    13F-HR 0001649451-26-000008 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).

  2. period ended2026-03-31
    13F 34,598 shares
    Change vs previous 13F -43,447 shares

    0.01% of the 13F portfolio, value $797,852.

    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: 34,598 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 78,045 shares
    Change vs previous 13F -14,283 shares

    0.01% of the 13F portfolio, value $1,821,955.

    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: 48,984 shares
    • Kestra Advisory Services, LLC: 29,061 shares

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

  4. period ended2025-09-30
    13F 92,328 shares
    Change vs previous 13F -179,059 shares

    0.01% of the 13F portfolio, value $2,178,017.

    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: 65,803 shares
    • Kestra Advisory Services, LLC: 26,525 shares

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

  5. period ended2025-06-30
    13F 271,387 shares
    Change vs previous 13F +8,824 shares

    0.02% of the 13F portfolio, value $6,393,870.

    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: 91,607 shares
    • Kestra Advisory Services, LLC: 179,780 shares

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

  6. period ended2025-03-31
    13F/A 262,563 shares
    Change vs previous 13F +51,006 shares

    0.02% of the 13F portfolio, value $6,199,113.

    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: 99,280 shares
    • Kestra Advisory Services, LLC: 163,283 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 211,557 shares
    Change vs previous 13F +202,527 shares

    0.02% of the 13F portfolio, value $5,062,552.

    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: 46,571 shares
    • Kestra Advisory Services, LLC: 164,062 shares
    • Kestra Investment Management, LLC: 924 shares

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

  8. period ended2024-09-30
    13F 9,030 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,911.

    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).