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Kestra Advisory Services, LLC: SFBS position timeline

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

Kestra Advisory Services, LLC held 11,408 SFBS 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 11,408 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $989,606.

    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 11,371 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $828,165.

    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 11,375 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $816,601.

    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 12,322 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $992,292.

    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 12,672 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $982,184.

    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 12,891 shares
    Change vs previous 13F +1,492 shares

    0.01% of the 13F portfolio, value $1,064,797.

    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 11,399 shares
    Change vs previous 13F +294 shares

    0.01% of the 13F portfolio, value $965,951.

    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 11,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $893,370.

    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).