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Kestra Advisory Services, LLC: SPHQ position timeline

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

Kestra Advisory Services, LLC held 494,110 SPHQ 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 494,110 shares
    Change vs previous 13F -40,253 shares

    0.11% of the 13F portfolio, value $44,519,372.

    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: 78,777 shares
    • Kestra Advisory Services, LLC: 415,333 shares

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

  2. period ended2026-03-31
    13F 534,363 shares
    Change vs previous 13F +350,868 shares

    0.12% of the 13F portfolio, value $40,178,734.

    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: 79,245 shares
    • Kestra Advisory Services, LLC: 455,118 shares

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

  3. period ended2025-12-31
    13F 183,495 shares
    Change vs previous 13F -8,514 shares

    0.04% of the 13F portfolio, value $13,771,251.

    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: 85,226 shares
    • Kestra Advisory Services, LLC: 98,269 shares

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

  4. period ended2025-09-30
    13F 192,009 shares
    Change vs previous 13F -14,317 shares

    0.05% of the 13F portfolio, value $14,072,345.

    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: 78,298 shares
    • Kestra Advisory Services, LLC: 113,711 shares

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

  5. period ended2025-06-30
    13F 206,326 shares
    Change vs previous 13F -27,325 shares

    0.05% of the 13F portfolio, value $14,702,809.

    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: 74,193 shares
    • Kestra Advisory Services, LLC: 132,133 shares

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

  6. period ended2025-03-31
    13F 233,651 shares
    Change vs previous 13F +5,896 shares

    0.06% of the 13F portfolio, value $15,500,407.

    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: 73,616 shares
    • Kestra Advisory Services, LLC: 160,035 shares

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

  7. period ended2024-12-31
    13F 227,755 shares
    Change vs previous 13F +63,515 shares

    0.06% of the 13F portfolio, value $15,266,418.

    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: 67,753 shares
    • Kestra Advisory Services, LLC: 160,002 shares

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

  8. period ended2024-09-30
    13F 164,240 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,048,401.

    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: 30,070 shares
    • Kestra Advisory Services, LLC: 134,170 shares

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