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Kestra Advisory Services, LLC: SPGI position timeline

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

Kestra Advisory Services, LLC held 33,998 SPGI 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 33,998 shares
    Change vs previous 13F -1,560 shares

    0.03% of the 13F portfolio, value $13,845,757.

    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: 20,217 shares
    • Kestra Advisory Services, LLC: 13,781 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 35,558 shares
    Change vs previous 13F -4,009 shares

    0.04% of the 13F portfolio, value $15,124,217.

    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: 22,912 shares
    • Kestra Advisory Services, LLC: 12,079 shares
    • Kestra Investment Management, LLC: 567 shares

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

  3. period ended2025-12-31
    13F 39,567 shares
    Change vs previous 13F +1,189 shares

    0.06% of the 13F portfolio, value $20,677,716.

    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: 25,048 shares
    • Kestra Advisory Services, LLC: 13,209 shares
    • Kestra Investment Management, LLC: 1,310 shares

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

  4. period ended2025-09-30
    13F 38,378 shares
    Change vs previous 13F +1,895 shares

    0.06% of the 13F portfolio, value $18,678,829.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,015 shares
    • Kestra Advisory Services, LLC: 12,850 shares
    • Kestra Investment Management, LLC: 1,513 shares

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

  5. period ended2025-06-30
    13F/A 36,483 shares
    Change vs previous 13F -467 shares

    0.06% of the 13F portfolio, value $19,237,238.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,134 shares
    • Kestra Advisory Services, LLC: 12,211 shares
    • Kestra Investment Management, LLC: 1,138 shares

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

  6. period ended2025-03-31
    13F/A 36,950 shares
    Change vs previous 13F -3,144 shares

    0.06% of the 13F portfolio, value $18,774,295.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,184 shares
    • Kestra Advisory Services, LLC: 12,348 shares
    • Kestra Investment Management, LLC: 2,418 shares

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

  7. period ended2024-12-31
    13F 40,094 shares
    Change vs previous 13F +1,957 shares

    0.07% of the 13F portfolio, value $19,968,015.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,215 shares
    • Kestra Advisory Services, LLC: 15,979 shares
    • Kestra Investment Management, LLC: 1,900 shares

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

  8. period ended2024-09-30
    13F 38,137 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,702,476.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,269 shares
    • Kestra Advisory Services, LLC: 15,316 shares
    • Kestra Investment Management, LLC: 2,552 shares

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