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Kestra Advisory Services, LLC: SII position timeline

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

Kestra Advisory Services, LLC held 27,004 SII 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 27,004 shares
    Change vs previous 13F -666 shares

    0.01% of the 13F portfolio, value $3,033,867.

    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 27,670 shares
    Change vs previous 13F -1,708 shares

    0.01% of the 13F portfolio, value $3,954,029.

    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 29,378 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $2,876,658.

    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 29,344 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $2,441,105.

    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 29,408 shares
    Change vs previous 13F +15,320 shares

    0.01% of the 13F portfolio, value $2,031,793.

    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/A 14,088 shares
    Change vs previous 13F -1,920 shares

    <0.01% of the 13F portfolio, value $632,129.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 14,088 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 16,008 shares
    Change vs previous 13F -4,311 shares

    <0.01% of the 13F portfolio, value $675,069.

    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: 0 shares
    • Kestra Advisory Services, LLC: 15,971 shares
    • Kestra Investment Management, LLC: 37 shares

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

  8. period ended2024-09-30
    13F 20,319 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $880,019.

    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: 5,142 shares
    • Kestra Advisory Services, LLC: 15,177 shares

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