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Kestra Advisory Services, LLC: SPH position timeline

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

Kestra Advisory Services, LLC held 31,058 SPH 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 31,058 shares
    Change vs previous 13F +2,677 shares

    <0.01% of the 13F portfolio, value $531,094.

    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: 16,033 shares
    • Kestra Advisory Services, LLC: 15,025 shares

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

  2. period ended2026-03-31
    13F 28,381 shares
    Change vs previous 13F -1,123 shares

    <0.01% of the 13F portfolio, value $558,830.

    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: 16,033 shares
    • Kestra Advisory Services, LLC: 12,348 shares

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

  3. period ended2025-12-31
    13F 29,504 shares
    Change vs previous 13F -1,856 shares

    <0.01% of the 13F portfolio, value $547,001.

    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: 16,033 shares
    • Kestra Advisory Services, LLC: 13,471 shares

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

  4. period ended2025-09-30
    13F 31,360 shares
    Change vs previous 13F +2,578 shares

    <0.01% of the 13F portfolio, value $584,866.

    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: 16,033 shares
    • Kestra Advisory Services, LLC: 15,327 shares

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

  5. period ended2025-06-30
    13F 28,782 shares
    Change vs previous 13F +5,324 shares

    <0.01% of the 13F portfolio, value $533,327.

    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: 13,033 shares
    • Kestra Advisory Services, LLC: 15,749 shares

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

  6. period ended2025-03-31
    13F 23,458 shares
    Change vs previous 13F +10,626 shares

    <0.01% of the 13F portfolio, value $492,853.

    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: 10,350 shares
    • Kestra Advisory Services, LLC: 13,108 shares

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

  7. period ended2024-12-31
    13F 12,832 shares
    Change vs previous 13F +12,832 shares

    <0.01% of the 13F portfolio, value $220,710.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

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

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

    Exited: the 13F for this period no longer lists the position.