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Kestra Advisory Services, LLC: SPIP position timeline

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

Kestra Advisory Services, LLC held 10,130 SPIP 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 10,130 shares
    Change vs previous 13F -1,758 shares

    <0.01% of the 13F portfolio, value $260,148.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 11,888 shares
    Change vs previous 13F +2,290 shares

    <0.01% of the 13F portfolio, value $309,203.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 9,598 shares
    Change vs previous 13F -2,264 shares

    <0.01% of the 13F portfolio, value $249,074.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 11,862 shares
    Change vs previous 13F -3,377 shares

    <0.01% of the 13F portfolio, value $312,138.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 15,239 shares
    Change vs previous 13F -1,275 shares

    <0.01% of the 13F portfolio, value $397,132.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 16,514 shares
    Change vs previous 13F -1,717 shares

    <0.01% of the 13F portfolio, value $435,639.

    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 18,231 shares
    Change vs previous 13F -2,064 shares

    <0.01% of the 13F portfolio, value $461,427.

    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 20,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $533,357.

    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).