Skip to content
Disclosery

Kestra Advisory Services, LLC: SON position timeline

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

Kestra Advisory Services, LLC held 61,772 SON 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 61,772 shares
    Change vs previous 13F +12,973 shares

    0.01% of the 13F portfolio, value $3,480,900.

    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: 38,214 shares
    • Kestra Advisory Services, LLC: 23,558 shares

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

  2. period ended2026-03-31
    13F 48,799 shares
    Change vs previous 13F -2,559 shares

    0.01% of the 13F portfolio, value $2,639,521.

    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: 37,203 shares
    • Kestra Advisory Services, LLC: 11,596 shares

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

  3. period ended2025-12-31
    13F 51,358 shares
    Change vs previous 13F +3,683 shares

    0.01% of the 13F portfolio, value $2,241,263.

    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: 36,821 shares
    • Kestra Advisory Services, LLC: 14,537 shares

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

  4. period ended2025-09-30
    13F 47,675 shares
    Change vs previous 13F +36,774 shares

    0.01% of the 13F portfolio, value $2,054,278.

    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: 36,734 shares
    • Kestra Advisory Services, LLC: 10,941 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 10,901 shares
    Change vs previous 13F -2,835 shares

    <0.01% of the 13F portfolio, value $474,846.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 10,890 shares
    • Kestra Investment Management, LLC: 11 shares

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

  6. period ended2025-03-31
    13F/A 13,736 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $648,890.

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

    • Kestra Advisory Services, LLC: 13,119 shares
    • Kestra Investment Management, LLC: 617 shares

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

  7. period ended2024-12-31
    13F 14,132 shares
    Change vs previous 13F -33,987 shares

    <0.01% of the 13F portfolio, value $690,348.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 48,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,628,765.

    13F-HR 0001830819-24-000009 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).