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Kestra Advisory Services, LLC: SHOP position timeline

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

Kestra Advisory Services, LLC held 149,636 SHOP 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 149,636 shares
    Change vs previous 13F -4,786 shares

    0.04% of the 13F portfolio, value $17,085,419.

    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: 44,719 shares
    • Kestra Advisory Services, LLC: 103,131 shares
    • Kestra Investment Management, LLC: 1,786 shares

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

  2. period ended2026-03-31
    13F 154,422 shares
    Change vs previous 13F +8,786 shares

    0.05% of the 13F portfolio, value $18,317,503.

    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: 48,568 shares
    • Kestra Advisory Services, LLC: 103,926 shares
    • Kestra Investment Management, LLC: 1,928 shares

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

  3. period ended2025-12-31
    13F 145,636 shares
    Change vs previous 13F +9,396 shares

    0.07% of the 13F portfolio, value $23,442,999.

    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: 48,723 shares
    • Kestra Advisory Services, LLC: 96,913 shares

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

  4. period ended2025-09-30
    13F 136,240 shares
    Change vs previous 13F -4,427 shares

    0.07% of the 13F portfolio, value $20,246,699.

    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: 49,476 shares
    • Kestra Advisory Services, LLC: 86,764 shares

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

  5. period ended2025-06-30
    13F/A 140,667 shares
    Change vs previous 13F +15,462 shares

    0.06% of the 13F portfolio, value $16,225,995.

    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: 55,200 shares
    • Kestra Advisory Services, LLC: 85,467 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 125,205 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $11,954,573.

    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: 51,694 shares
    • Kestra Advisory Services, LLC: 73,476 shares
    • Kestra Investment Management, LLC: 35 shares

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

  7. period ended2024-12-31
    13F 125,080 shares
    Change vs previous 13F -404 shares

    0.05% of the 13F portfolio, value $13,299,756.

    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: 44,558 shares
    • Kestra Advisory Services, LLC: 79,919 shares
    • Kestra Investment Management, LLC: 603 shares

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

  8. period ended2024-09-30
    13F 125,484 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,056,290.

    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: 47,257 shares
    • Kestra Advisory Services, LLC: 78,227 shares

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