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Kestra Advisory Services, LLC: SOUN position timeline

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

Kestra Advisory Services, LLC held 166,046 SOUN 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 166,046 shares
    Change vs previous 13F -1,512 shares

    <0.01% of the 13F portfolio, value $1,074,318.

    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: 105,436 shares
    • Kestra Advisory Services, LLC: 60,610 shares

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

  2. period ended2026-03-31
    13F 167,558 shares
    Change vs previous 13F +47,840 shares

    <0.01% of the 13F portfolio, value $1,151,124.

    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: 100,655 shares
    • Kestra Advisory Services, LLC: 66,903 shares

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

  3. period ended2025-12-31
    13F 119,718 shares
    Change vs previous 13F +52,317 shares

    <0.01% of the 13F portfolio, value $1,193,588.

    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: 73,619 shares
    • Kestra Advisory Services, LLC: 46,099 shares

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

  4. period ended2025-09-30
    13F 67,401 shares
    Change vs previous 13F +4,474 shares

    <0.01% of the 13F portfolio, value $1,083,808.

    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: 22,424 shares
    • Kestra Advisory Services, LLC: 44,977 shares

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

  5. period ended2025-06-30
    13F 62,927 shares
    Change vs previous 13F +13,251 shares

    <0.01% of the 13F portfolio, value $675,206.

    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: 22,025 shares
    • Kestra Advisory Services, LLC: 40,902 shares

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

  6. period ended2025-03-31
    13F 49,676 shares
    Change vs previous 13F +15,000 shares

    <0.01% of the 13F portfolio, value $403,369.

    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: 16,975 shares
    • Kestra Advisory Services, LLC: 32,701 shares

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

  7. period ended2024-12-31
    13F 34,676 shares
    Change vs previous 13F +18,059 shares

    <0.01% of the 13F portfolio, value $687,971.

    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: 13,310 shares
    • Kestra Advisory Services, LLC: 21,366 shares

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

  8. period ended2024-09-30
    13F 16,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,435.

    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).