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Kestra Advisory Services, LLC: SEPW position timeline

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

Kestra Advisory Services, LLC held 57,449 SEPW 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 57,449 shares
    Change vs previous 13F -18,679 shares

    0.01% of the 13F portfolio, value $1,918,377.

    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 76,128 shares
    Change vs previous 13F +28,516 shares

    0.01% of the 13F portfolio, value $2,404,777.

    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 47,612 shares
    Change vs previous 13F +10,994 shares

    0.01% of the 13F portfolio, value $1,519,699.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 36,618 shares
    Change vs previous 13F -31,461 shares

    0.01% of the 13F portfolio, value $1,149,992.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 68,079 shares
    Change vs previous 13F +32,378 shares

    0.01% of the 13F portfolio, value $2,053,977.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 35,701 shares
    Change vs previous 13F -33,832 shares

    <0.01% of the 13F portfolio, value $1,019,121.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 69,533 shares
    Change vs previous 13F +6,228 shares

    0.01% of the 13F portfolio, value $2,009,865.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 63,305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,805,933.

    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).