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Kestra Advisory Services, LLC: SNDK position timeline

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

Kestra Advisory Services, LLC held 7,947 SNDK 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 7,947 shares
    Change vs previous 13F +3,009 shares

    0.04% of the 13F portfolio, value $18,068,516.

    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: 2,840 shares
    • Kestra Advisory Services, LLC: 4,996 shares
    • Kestra Investment Management, LLC: 111 shares

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

  2. period ended2026-03-31
    13F 4,938 shares
    Change vs previous 13F +2,197 shares

    0.01% of the 13F portfolio, value $3,137,308.

    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: 1,272 shares
    • Kestra Advisory Services, LLC: 3,666 shares

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

  3. period ended2025-12-31
    13F 2,741 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $650,659.

    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 2,975 shares
    Change vs previous 13F +2,975 shares

    <0.01% of the 13F portfolio, value $333,795.

    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/A 0 shares
    Change vs previous 13F -15 shares

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $715.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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