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Kestra Advisory Services, LLC: SHV position timeline

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

Kestra Advisory Services, LLC held 76,105 SHV 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 76,105 shares
    Change vs previous 13F -7,942 shares

    0.03% of the 13F portfolio, value $8,398,132.

    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: 0 shares
    • Kestra Advisory Services, LLC: 76,105 shares

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

  2. period ended2026-03-31
    13F 84,047 shares
    Change vs previous 13F -41,348 shares

    0.03% of the 13F portfolio, value $9,277,997.

    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: 2,467 shares
    • Kestra Advisory Services, LLC: 81,580 shares

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

  3. period ended2025-12-31
    13F 125,395 shares
    Change vs previous 13F +2,683 shares

    0.04% of the 13F portfolio, value $13,812,199.

    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: 48,376 shares
    • Kestra Advisory Services, LLC: 77,019 shares

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

  4. period ended2025-09-30
    13F 122,712 shares
    Change vs previous 13F -60,504 shares

    0.05% of the 13F portfolio, value $13,558,394.

    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: 48,683 shares
    • Kestra Advisory Services, LLC: 74,029 shares

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

  5. period ended2025-06-30
    13F 183,216 shares
    Change vs previous 13F +116,980 shares

    0.07% of the 13F portfolio, value $20,230,704.

    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: 63,631 shares
    • Kestra Advisory Services, LLC: 119,585 shares

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

  6. period ended2025-03-31
    13F/A 66,236 shares
    Change vs previous 13F -3,546 shares

    0.03% of the 13F portfolio, value $7,316,429.

    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: 3,828 shares
    • Kestra Advisory Services, LLC: 62,408 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 69,782 shares
    Change vs previous 13F +26,133 shares

    0.03% of the 13F portfolio, value $7,683,661.

    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: 4,247 shares
    • Kestra Advisory Services, LLC: 64,656 shares
    • Kestra Investment Management, LLC: 879 shares

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

  8. period ended2024-09-30
    13F 43,649 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,828,918.

    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: 3,918 shares
    • Kestra Advisory Services, LLC: 39,731 shares

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