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Kestra Advisory Services, LLC: SPHD position timeline

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

Kestra Advisory Services, LLC held 78,632 SPHD 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 78,632 shares
    Change vs previous 13F +10,564 shares

    0.01% of the 13F portfolio, value $3,997,621.

    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: 8,619 shares
    • Kestra Advisory Services, LLC: 70,013 shares

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

  2. period ended2026-03-31
    13F 68,068 shares
    Change vs previous 13F -4,628 shares

    0.01% of the 13F portfolio, value $3,376,879.

    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: 8,068 shares
    • Kestra Advisory Services, LLC: 60,000 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 72,696 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $3,489,444.

    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: 7,999 shares
    • Kestra Advisory Services, LLC: 54,266 shares
    • Kestra Investment Management, LLC: 10,431 shares

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

  4. period ended2025-09-30
    13F 72,195 shares
    Change vs previous 13F -21,246 shares

    0.01% of the 13F portfolio, value $3,570,018.

    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: 6,048 shares
    • Kestra Advisory Services, LLC: 55,716 shares
    • Kestra Investment Management, LLC: 10,431 shares

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

  5. period ended2025-06-30
    13F/A 93,441 shares
    Change vs previous 13F +2,391 shares

    0.01% of the 13F portfolio, value $4,444,075.

    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: 6,044 shares
    • Kestra Advisory Services, LLC: 67,856 shares
    • Kestra Investment Management, LLC: 19,541 shares

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

  6. period ended2025-03-31
    13F/A 91,050 shares
    Change vs previous 13F -9,978 shares

    0.02% of the 13F portfolio, value $4,573,442.

    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: 4,698 shares
    • Kestra Advisory Services, LLC: 65,332 shares
    • Kestra Investment Management, LLC: 21,020 shares

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

  7. period ended2024-12-31
    13F 101,028 shares
    Change vs previous 13F -3,022 shares

    0.02% of the 13F portfolio, value $4,880,663.

    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: 4,538 shares
    • Kestra Advisory Services, LLC: 53,740 shares
    • Kestra Investment Management, LLC: 42,750 shares

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

  8. period ended2024-09-30
    13F 104,050 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,261,803.

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

    • Kestra Advisory Services, LLC: 61,300 shares
    • Kestra Investment Management, LLC: 42,750 shares

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