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Kestra Advisory Services, LLC: SF position timeline

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

Kestra Advisory Services, LLC held 3,894 SF 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 3,894 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $271,711.

    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 3,892 shares
    Change vs previous 13F -1,152 shares

    <0.01% of the 13F portfolio, value $287,723.

    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: 3,892 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 5,044 shares
    Change vs previous 13F -211 shares

    <0.01% of the 13F portfolio, value $631,559.

    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: 2,665 shares
    • Kestra Advisory Services, LLC: 2,379 shares

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

  4. period ended2025-09-30
    13F 5,255 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $596,276.

    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: 2,763 shares
    • Kestra Advisory Services, LLC: 2,492 shares

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

  5. period ended2025-06-30
    13F 5,317 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $551,827.

    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: 2,825 shares
    • Kestra Advisory Services, LLC: 2,492 shares

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

  6. period ended2025-03-31
    13F/A 5,019 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $473,091.

    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: 2,504 shares
    • Kestra Advisory Services, LLC: 2,515 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 5,448 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $577,957.

    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: 2,289 shares
    • Kestra Advisory Services, LLC: 3,120 shares
    • Kestra Investment Management, LLC: 39 shares

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

  8. period ended2024-09-30
    13F 5,565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $522,572.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,301 shares
    • Kestra Advisory Services, LLC: 3,264 shares

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