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Kestra Advisory Services, LLC: SGOL position timeline

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

Kestra Advisory Services, LLC held 628,037 SGOL 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 628,037 shares
    Change vs previous 13F -75,585 shares

    0.06% of the 13F portfolio, value $24,009,838.

    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: 12,515 shares
    • Kestra Advisory Services, LLC: 615,522 shares

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

  2. period ended2026-03-31
    13F 703,622 shares
    Change vs previous 13F +155,382 shares

    0.09% of the 13F portfolio, value $31,395,617.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,956 shares
    • Kestra Advisory Services, LLC: 692,666 shares

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

  3. period ended2025-12-31
    13F 548,240 shares
    Change vs previous 13F +30,067 shares

    0.07% of the 13F portfolio, value $22,521,702.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,922 shares
    • Kestra Advisory Services, LLC: 540,318 shares

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

  4. period ended2025-09-30
    13F 518,173 shares
    Change vs previous 13F -105,283 shares

    0.06% of the 13F portfolio, value $19,073,963.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,103 shares
    • Kestra Advisory Services, LLC: 511,070 shares

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

  5. period ended2025-06-30
    13F 623,456 shares
    Change vs previous 13F +23,552 shares

    0.07% of the 13F portfolio, value $19,663,815.

    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: 23,418 shares
    • Kestra Advisory Services, LLC: 600,038 shares

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

  6. period ended2025-03-31
    13F 599,904 shares
    Change vs previous 13F -72,538 shares

    0.07% of the 13F portfolio, value $17,889,137.

    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: 28,166 shares
    • Kestra Advisory Services, LLC: 571,738 shares

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

  7. period ended2024-12-31
    13F 672,442 shares
    Change vs previous 13F +15,127 shares

    0.07% of the 13F portfolio, value $16,844,673.

    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: 63,111 shares
    • Kestra Advisory Services, LLC: 609,331 shares

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

  8. period ended2024-09-30
    13F 657,315 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,518,336.

    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: 63,814 shares
    • Kestra Advisory Services, LLC: 593,501 shares

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