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Kestra Advisory Services, LLC: SPBO position timeline

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

Kestra Advisory Services, LLC held 22,973 SPBO 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 22,973 shares
    Change vs previous 13F -3,169 shares

    <0.01% of the 13F portfolio, value $667,146.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 26,142 shares
    Change vs previous 13F +1,624 shares

    <0.01% of the 13F portfolio, value $758,890.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 24,518 shares
    Change vs previous 13F +11,510 shares

    <0.01% of the 13F portfolio, value $719,357.

    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 13,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,413.

    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).