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Kestra Advisory Services, LLC: SHYD position timeline

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

Kestra Advisory Services, LLC held 50,992 SHYD 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 50,992 shares
    Change vs previous 13F +21,127 shares

    <0.01% of the 13F portfolio, value $1,167,726.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,617 shares
    • Kestra Advisory Services, LLC: 21,375 shares

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

  2. period ended2026-03-31
    13F 29,865 shares
    Change vs previous 13F +1,687 shares

    0.01% of the 13F portfolio, value $676,731.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,865 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 28,178 shares
    Change vs previous 13F +5,138 shares

    <0.01% of the 13F portfolio, value $645,553.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,801 shares
    • Kestra Advisory Services, LLC: 9,377 shares

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

  4. period ended2025-09-30
    13F 23,040 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $527,615.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,617 shares
    • Kestra Advisory Services, LLC: 9,423 shares

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

  5. period ended2025-06-30
    13F 22,366 shares
    Change vs previous 13F +1,428 shares

    <0.01% of the 13F portfolio, value $505,229.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,728 shares
    • Kestra Advisory Services, LLC: 9,638 shares

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

  6. period ended2025-03-31
    13F 20,938 shares
    Change vs previous 13F -19,358 shares

    <0.01% of the 13F portfolio, value $470,896.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,332 shares
    • Kestra Advisory Services, LLC: 9,606 shares

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

  7. period ended2024-12-31
    13F 40,296 shares
    Change vs previous 13F -1,943 shares

    <0.01% of the 13F portfolio, value $905,854.

    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: 11,318 shares
    • Kestra Advisory Services, LLC: 28,978 shares

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

  8. period ended2024-09-30
    13F 42,239 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $959,665.

    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: 11,851 shares
    • Kestra Advisory Services, LLC: 30,388 shares

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