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Kestra Advisory Services, LLC: SPIB position timeline

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

Kestra Advisory Services, LLC held 161,028 SPIB 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 161,028 shares
    Change vs previous 13F -5,602 shares

    0.01% of the 13F portfolio, value $5,388,002.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 132,751 shares
    • Kestra Investment Management, LLC: 28,277 shares

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

  2. period ended2026-03-31
    13F 166,630 shares
    Change vs previous 13F -12,995 shares

    0.02% of the 13F portfolio, value $5,588,778.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 141,181 shares
    • Kestra Investment Management, LLC: 25,449 shares

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

  3. period ended2025-12-31
    13F 179,625 shares
    Change vs previous 13F +15,985 shares

    0.02% of the 13F portfolio, value $6,073,136.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 172,457 shares
    • Kestra Investment Management, LLC: 7,168 shares

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

  4. period ended2025-09-30
    13F 163,640 shares
    Change vs previous 13F +22,928 shares

    0.02% of the 13F portfolio, value $5,545,773.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 156,513 shares
    • Kestra Investment Management, LLC: 7,127 shares

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

  5. period ended2025-06-30
    13F/A 140,712 shares
    Change vs previous 13F +29,220 shares

    0.02% of the 13F portfolio, value $4,725,131.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 133,919 shares
    • Kestra Investment Management, LLC: 6,793 shares

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

  6. period ended2025-03-31
    13F 111,492 shares
    Change vs previous 13F +9,348 shares

    0.02% of the 13F portfolio, value $3,705,994.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 102,144 shares
    Change vs previous 13F -9,430 shares

    0.02% of the 13F portfolio, value $3,346,237.

    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 111,574 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,761,145.

    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).