Kestra Advisory Services, LLC: SPBW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on SPBW, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 235,838 SPBW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 235,838 sharesChange vs previous 13F +56,044 shares
0.02% of the 13F portfolio, value $6,769,352.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 179,794 sharesChange vs previous 13F +22,707 shares
0.02% of the 13F portfolio, value $4,894,208.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 157,087 sharesChange vs previous 13F +35,853 shares
0.02% of the 13F portfolio, value $4,307,608.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 121,234 sharesChange vs previous 13F +76,628 shares
0.01% of the 13F portfolio, value $3,259,982.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,606 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,159,685.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).