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Disclosery

Kestra Advisory Services, LLC: SHE position timeline

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

Kestra Advisory Services, LLC held 6,346 SHE 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 6,346 shares
    Change vs previous 13F +509 shares

    <0.01% of the 13F portfolio, value $980,091.

    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 5,837 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $745,974.

    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 5,842 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $771,611.

    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 5,928 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $755,592.

    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 5,934 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $740,695.

    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 6,083 shares
    Change vs previous 13F -857 shares

    <0.01% of the 13F portfolio, value $694,279.

    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 6,940 shares
    Change vs previous 13F -565 shares

    <0.01% of the 13F portfolio, value $803,646.

    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 7,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $852,547.

    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).