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Kestra Advisory Services, LLC: SHY position timeline

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

Kestra Advisory Services, LLC held 343,413 SHY 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 343,413 shares
    Change vs previous 13F -19,946 shares

    0.07% of the 13F portfolio, value $28,197,603.

    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: 77,940 shares
    • Kestra Advisory Services, LLC: 265,473 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 363,359 shares
    Change vs previous 13F +63,304 shares

    0.07% of the 13F portfolio, value $30,002,566.

    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: 81,759 shares
    • Kestra Advisory Services, LLC: 278,431 shares
    • Kestra Investment Management, LLC: 3,169 shares

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

  3. period ended2025-12-31
    13F 300,055 shares
    Change vs previous 13F +7,314 shares

    0.07% of the 13F portfolio, value $24,850,537.

    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: 75,554 shares
    • Kestra Advisory Services, LLC: 220,882 shares
    • Kestra Investment Management, LLC: 3,619 shares

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

  4. period ended2025-09-30
    13F 292,741 shares
    Change vs previous 13F -9,606 shares

    0.07% of the 13F portfolio, value $24,285,821.

    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: 75,886 shares
    • Kestra Advisory Services, LLC: 212,734 shares
    • Kestra Investment Management, LLC: 4,121 shares

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

  5. period ended2025-06-30
    13F/A 302,347 shares
    Change vs previous 13F +10,347 shares

    0.08% of the 13F portfolio, value $25,052,495.

    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: 71,951 shares
    • Kestra Advisory Services, LLC: 227,460 shares
    • Kestra Investment Management, LLC: 2,936 shares

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

  6. period ended2025-03-31
    13F/A 292,000 shares
    Change vs previous 13F -100,366 shares

    0.08% of the 13F portfolio, value $24,157,160.

    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: 74,227 shares
    • Kestra Advisory Services, LLC: 212,808 shares
    • Kestra Investment Management, LLC: 4,965 shares

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

  7. period ended2024-12-31
    13F 392,366 shares
    Change vs previous 13F +115,040 shares

    0.12% of the 13F portfolio, value $32,166,167.

    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: 64,453 shares
    • Kestra Advisory Services, LLC: 325,914 shares
    • Kestra Investment Management, LLC: 1,999 shares

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

  8. period ended2024-09-30
    13F 277,326 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $23,059,661.

    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: 72,785 shares
    • Kestra Advisory Services, LLC: 201,334 shares
    • Kestra Investment Management, LLC: 3,207 shares

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