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Kestra Advisory Services, LLC: SIVR position timeline

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

Kestra Advisory Services, LLC held 38,247 SIVR 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 38,247 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $2,150,246.

    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: 4,970 shares
    • Kestra Advisory Services, LLC: 33,277 shares

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

  2. period ended2026-03-31
    13F 37,652 shares
    Change vs previous 13F +5,286 shares

    0.01% of the 13F portfolio, value $2,696,260.

    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: 5,370 shares
    • Kestra Advisory Services, LLC: 32,282 shares

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

  3. period ended2025-12-31
    13F 32,366 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $2,189,236.

    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: 6,316 shares
    • Kestra Advisory Services, LLC: 26,050 shares

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

  4. period ended2025-09-30
    13F 33,468 shares
    Change vs previous 13F -7,215 shares

    0.01% of the 13F portfolio, value $1,488,657.

    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: 6,929 shares
    • Kestra Advisory Services, LLC: 26,539 shares

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

  5. period ended2025-06-30
    13F 40,683 shares
    Change vs previous 13F -1,325 shares

    0.01% of the 13F portfolio, value $1,399,902.

    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: 18,668 shares
    • Kestra Advisory Services, LLC: 22,015 shares

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

  6. period ended2025-03-31
    13F 42,008 shares
    Change vs previous 13F -13,207 shares

    0.01% of the 13F portfolio, value $1,365,680.

    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: 22,566 shares
    • Kestra Advisory Services, LLC: 19,442 shares

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

  7. period ended2024-12-31
    13F 55,215 shares
    Change vs previous 13F +7,335 shares

    0.01% of the 13F portfolio, value $1,522,278.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,529 shares
    • Kestra Advisory Services, LLC: 7,686 shares

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

  8. period ended2024-09-30
    13F 47,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,424,430.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,880 shares
    • Kestra Advisory Services, LLC: 0 shares

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