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Kestra Advisory Services, LLC: SPGP position timeline

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

Kestra Advisory Services, LLC held 65,262 SPGP 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 65,262 shares
    Change vs previous 13F +1,102 shares

    0.02% of the 13F portfolio, value $7,980,956.

    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: 39,216 shares
    • Kestra Advisory Services, LLC: 26,046 shares

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

  2. period ended2026-03-31
    13F 64,160 shares
    Change vs previous 13F +2,240 shares

    0.02% of the 13F portfolio, value $6,904,860.

    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: 36,576 shares
    • Kestra Advisory Services, LLC: 27,584 shares

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

  3. period ended2025-12-31
    13F 61,920 shares
    Change vs previous 13F -4,590 shares

    0.02% of the 13F portfolio, value $7,050,222.

    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: 33,139 shares
    • Kestra Advisory Services, LLC: 28,781 shares

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

  4. period ended2025-09-30
    13F 66,510 shares
    Change vs previous 13F +19,520 shares

    0.03% of the 13F portfolio, value $7,556,966.

    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: 34,555 shares
    • Kestra Advisory Services, LLC: 31,955 shares

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

  5. period ended2025-06-30
    13F 46,990 shares
    Change vs previous 13F -31,042 shares

    0.02% of the 13F portfolio, value $5,060,839.

    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: 16,629 shares
    • Kestra Advisory Services, LLC: 30,361 shares

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

  6. period ended2025-03-31
    13F 78,032 shares
    Change vs previous 13F -65,710 shares

    0.03% of the 13F portfolio, value $7,793,836.

    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: 5,751 shares
    • Kestra Advisory Services, LLC: 72,281 shares

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

  7. period ended2024-12-31
    13F 143,742 shares
    Change vs previous 13F -1,857 shares

    0.06% of the 13F portfolio, value $15,075,661.

    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: 11,415 shares
    • Kestra Advisory Services, LLC: 132,327 shares

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

  8. period ended2024-09-30
    13F 145,599 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,239,824.

    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: 4,489 shares
    • Kestra Advisory Services, LLC: 141,110 shares

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