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Kestra Advisory Services, LLC: SGOV position timeline

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

Kestra Advisory Services, LLC held 1,143,515 SGOV 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 1,143,515 shares
    Change vs previous 13F +53,366 shares

    0.29% of the 13F portfolio, value $115,117,678.

    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: 139,935 shares
    • Kestra Advisory Services, LLC: 1,003,580 shares

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

  2. period ended2026-03-31
    13F 1,090,149 shares
    Change vs previous 13F +589,131 shares

    0.32% of the 13F portfolio, value $109,734,369.

    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: 199,325 shares
    • Kestra Advisory Services, LLC: 890,824 shares

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

  3. period ended2025-12-31
    13F 501,018 shares
    Change vs previous 13F +94,496 shares

    0.16% of the 13F portfolio, value $50,292,148.

    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: 148,046 shares
    • Kestra Advisory Services, LLC: 352,972 shares

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

  4. period ended2025-09-30
    13F 406,522 shares
    Change vs previous 13F -74,639 shares

    0.14% of the 13F portfolio, value $40,936,783.

    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: 106,711 shares
    • Kestra Advisory Services, LLC: 299,811 shares

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

  5. period ended2025-06-30
    13F 481,161 shares
    Change vs previous 13F +51,355 shares

    0.18% of the 13F portfolio, value $48,448,110.

    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: 200,365 shares
    • Kestra Advisory Services, LLC: 280,796 shares

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

  6. period ended2025-03-31
    13F 429,806 shares
    Change vs previous 13F +66,149 shares

    0.16% of the 13F portfolio, value $43,268,570.

    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: 191,187 shares
    • Kestra Advisory Services, LLC: 238,619 shares

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

  7. period ended2024-12-31
    13F 363,657 shares
    Change vs previous 13F +166,547 shares

    0.15% of the 13F portfolio, value $36,482,070.

    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: 164,634 shares
    • Kestra Advisory Services, LLC: 199,023 shares

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

  8. period ended2024-09-30
    13F 197,110 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,852,905.

    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: 18,820 shares
    • Kestra Advisory Services, LLC: 178,290 shares

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