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Kestra Advisory Services, LLC: SOLV position timeline

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

Kestra Advisory Services, LLC held 20,037 SOLV 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 20,037 shares
    Change vs previous 13F -1,465 shares

    <0.01% of the 13F portfolio, value $1,545,848.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,815 shares
    • Kestra Advisory Services, LLC: 9,222 shares

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

  2. period ended2026-03-31
    13F 21,502 shares
    Change vs previous 13F +1,714 shares

    <0.01% of the 13F portfolio, value $1,404,097.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,835 shares
    • Kestra Advisory Services, LLC: 10,667 shares

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

  3. period ended2025-12-31
    13F 19,788 shares
    Change vs previous 13F +2,022 shares

    <0.01% of the 13F portfolio, value $1,568,021.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,809 shares
    • Kestra Advisory Services, LLC: 8,979 shares

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

  4. period ended2025-09-30
    13F 17,766 shares
    Change vs previous 13F +1,952 shares

    <0.01% of the 13F portfolio, value $1,296,936.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,241 shares
    • Kestra Advisory Services, LLC: 7,525 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 15,814 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $1,199,352.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,416 shares
    • Kestra Advisory Services, LLC: 6,291 shares
    • Kestra Investment Management, LLC: 107 shares

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

  6. period ended2025-03-31
    13F/A 15,272 shares
    Change vs previous 13F +2,165 shares

    <0.01% of the 13F portfolio, value $1,161,283.

    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: 9,157 shares
    • Kestra Advisory Services, LLC: 5,990 shares
    • Kestra Investment Management, LLC: 125 shares

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

  7. period ended2024-12-31
    13F 13,107 shares
    Change vs previous 13F -919 shares

    <0.01% of the 13F portfolio, value $865,848.

    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: 6,171 shares
    • Kestra Advisory Services, LLC: 6,936 shares

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

  8. period ended2024-09-30
    13F 14,026 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $977,910.

    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: 4,368 shares
    • Kestra Advisory Services, LLC: 9,658 shares

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