Skip to content
Disclosery

Kestra Advisory Services, LLC: SNY position timeline

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

Kestra Advisory Services, LLC held 152,275 SNY 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 152,275 shares
    Change vs previous 13F +111,449 shares

    0.02% of the 13F portfolio, value $6,496,053.

    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: 13,536 shares
    • Kestra Advisory Services, LLC: 138,739 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 40,826 shares
    Change vs previous 13F -4,426 shares

    <0.01% of the 13F portfolio, value $1,966,998.

    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: 17,101 shares
    • Kestra Advisory Services, LLC: 18,732 shares
    • Kestra Investment Management, LLC: 4,993 shares

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

  3. period ended2025-12-31
    13F 45,252 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $2,192,913.

    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: 18,449 shares
    • Kestra Advisory Services, LLC: 26,803 shares

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

  4. period ended2025-09-30
    13F 45,267 shares
    Change vs previous 13F -34,373 shares

    0.01% of the 13F portfolio, value $2,136,602.

    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: 20,725 shares
    • Kestra Advisory Services, LLC: 24,542 shares

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

  5. period ended2025-06-30
    13F 79,640 shares
    Change vs previous 13F +40,980 shares

    0.01% of the 13F portfolio, value $3,847,409.

    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: 17,638 shares
    • Kestra Advisory Services, LLC: 62,002 shares

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

  6. period ended2025-03-31
    13F/A 38,660 shares
    Change vs previous 13F -3,529 shares

    0.01% of the 13F portfolio, value $2,144,083.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,864 shares
    • Kestra Advisory Services, LLC: 19,796 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 42,189 shares
    Change vs previous 13F -189,292 shares

    0.01% of the 13F portfolio, value $2,034,776.

    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: 19,604 shares
    • Kestra Advisory Services, LLC: 20,833 shares
    • Kestra Investment Management, LLC: 1,752 shares

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

  8. period ended2024-09-30
    13F 231,481 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,340,250.

    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: 25,575 shares
    • Kestra Advisory Services, LLC: 205,906 shares

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