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Kestra Advisory Services, LLC: SPG position timeline

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

Kestra Advisory Services, LLC held 61,285 SPG 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 61,285 shares
    Change vs previous 13F +1,327 shares

    0.03% of the 13F portfolio, value $13,706,412.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,686 shares
    • Kestra Advisory Services, LLC: 45,013 shares
    • Kestra Investment Management, LLC: 3,586 shares

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

  2. period ended2026-03-31
    13F 59,958 shares
    Change vs previous 13F -2,960 shares

    0.03% of the 13F portfolio, value $11,184,300.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,387 shares
    • Kestra Advisory Services, LLC: 43,635 shares
    • Kestra Investment Management, LLC: 2,936 shares

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

  3. period ended2025-12-31
    13F 62,918 shares
    Change vs previous 13F +542 shares

    0.03% of the 13F portfolio, value $11,646,651.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,148 shares
    • Kestra Advisory Services, LLC: 44,891 shares
    • Kestra Investment Management, LLC: 4,879 shares

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

  4. period ended2025-09-30
    13F 62,376 shares
    Change vs previous 13F +14,983 shares

    0.04% of the 13F portfolio, value $11,706,171.

    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: 12,548 shares
    • Kestra Advisory Services, LLC: 45,117 shares
    • Kestra Investment Management, LLC: 4,711 shares

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

  5. period ended2025-06-30
    13F/A 47,393 shares
    Change vs previous 13F +8,508 shares

    0.02% of the 13F portfolio, value $7,618,893.

    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: 17,339 shares
    • Kestra Advisory Services, LLC: 24,657 shares
    • Kestra Investment Management, LLC: 5,397 shares

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

  6. period ended2025-03-31
    13F/A 38,885 shares
    Change vs previous 13F +2,011 shares

    0.02% of the 13F portfolio, value $6,458,022.

    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: 15,695 shares
    • Kestra Advisory Services, LLC: 22,985 shares
    • Kestra Investment Management, LLC: 205 shares

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

  7. period ended2024-12-31
    13F 36,874 shares
    Change vs previous 13F +28,354 shares

    0.02% of the 13F portfolio, value $6,350,144.

    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: 15,893 shares
    • Kestra Advisory Services, LLC: 20,853 shares
    • Kestra Investment Management, LLC: 128 shares

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

  8. period ended2024-09-30
    13F 8,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,440,106.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,135 shares
    • Kestra Advisory Services, LLC: 5,385 shares

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