Kestra Advisory Services, LLC: SNA position timeline

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

Kestra Advisory Services, LLC held 12,767 SNA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 12,767 shares
Change vs previous 13F +248 shares
0.01% of the 13F portfolio, value $5,137,469.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,507 shares
- Kestra Advisory Services, LLC: 5,260 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,519 shares
Change vs previous 13F -4,197 shares
0.01% of the 13F portfolio, value $4,547,058.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,840 shares
- Kestra Advisory Services, LLC: 5,679 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 16,716 shares
Change vs previous 13F +1,870 shares
0.02% of the 13F portfolio, value $5,760,580.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,088 shares
- Kestra Advisory Services, LLC: 11,628 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,846 shares
Change vs previous 13F -386 shares
0.02% of the 13F portfolio, value $5,144,645.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,280 shares
- Kestra Advisory Services, LLC: 11,566 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 15,232 shares
Change vs previous 13F +244 shares
0.02% of the 13F portfolio, value $4,739,763.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,375 shares
- Kestra Advisory Services, LLC: 11,857 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 14,988 shares
Change vs previous 13F +849 shares
0.02% of the 13F portfolio, value $5,051,106.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,526 shares
- Kestra Advisory Services, LLC: 10,909 shares
- Kestra Investment Management, LLC: 553 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,139 shares
Change vs previous 13F +510 shares
0.02% of the 13F portfolio, value $4,799,949.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,349 shares
- Kestra Advisory Services, LLC: 10,779 shares
- Kestra Investment Management, LLC: 11 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,629 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,948,372.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,013 shares
- Kestra Advisory Services, LLC: 10,616 shares
Acceptance time not in the bulk data set (spec §4.2).