Kestra Advisory Services, LLC: SPDW position timeline

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

Kestra Advisory Services, LLC held 1,537,651 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,537,651 shares
Change vs previous 13F +1,114,506 shares
0.19% of the 13F portfolio, value $77,482,212.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,720 shares
- Kestra Advisory Services, LLC: 1,520,931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 423,145 shares
Change vs previous 13F +52,918 shares
0.06% of the 13F portfolio, value $19,316,547.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,035 shares
- Kestra Advisory Services, LLC: 407,110 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 370,227 shares
Change vs previous 13F +47,887 shares
0.05% of the 13F portfolio, value $16,441,787.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,927 shares
- Kestra Advisory Services, LLC: 357,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 322,340 shares
Change vs previous 13F +24,661 shares
0.05% of the 13F portfolio, value $13,792,927.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,034 shares
- Kestra Advisory Services, LLC: 310,306 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 297,679 shares
Change vs previous 13F +4,377 shares
0.04% of the 13F portfolio, value $12,053,034.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,657 shares
- Kestra Advisory Services, LLC: 281,022 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 293,302 shares
Change vs previous 13F -20,403 shares
0.04% of the 13F portfolio, value $10,679,126.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 18,890 shares
- Kestra Advisory Services, LLC: 274,412 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 313,705 shares
Change vs previous 13F -651,617 shares
0.04% of the 13F portfolio, value $10,706,751.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,931 shares
- Kestra Advisory Services, LLC: 282,556 shares
- Kestra Investment Management, LLC: 218 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 965,322 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $36,257,512.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,023 shares
- Kestra Advisory Services, LLC: 950,299 shares
Acceptance time not in the bulk data set (spec §4.2).