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Kestra Advisory Services, LLC: SPLV position timeline

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

Kestra Advisory Services, LLC held 269,034 SPLV 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 269,034 shares
    Change vs previous 13F -146,669 shares

    0.05% of the 13F portfolio, value $20,150,670.

    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: 5,325 shares
    • Kestra Advisory Services, LLC: 263,709 shares

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

  2. period ended2026-03-31
    13F 415,703 shares
    Change vs previous 13F +378 shares

    0.09% of the 13F portfolio, value $30,404,564.

    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: 5,438 shares
    • Kestra Advisory Services, LLC: 410,265 shares

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

  3. period ended2025-12-31
    13F 415,325 shares
    Change vs previous 13F +52,442 shares

    0.09% of the 13F portfolio, value $29,662,503.

    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: 5,143 shares
    • Kestra Advisory Services, LLC: 410,182 shares

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

  4. period ended2025-09-30
    13F 362,883 shares
    Change vs previous 13F +33,014 shares

    0.09% of the 13F portfolio, value $26,664,655.

    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: 4,431 shares
    • Kestra Advisory Services, LLC: 358,452 shares

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

  5. period ended2025-06-30
    13F 329,869 shares
    Change vs previous 13F -108,685 shares

    0.09% of the 13F portfolio, value $24,021,066.

    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: 4,377 shares
    • Kestra Advisory Services, LLC: 325,492 shares

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

  6. period ended2025-03-31
    13F 438,554 shares
    Change vs previous 13F -244,422 shares

    0.12% of the 13F portfolio, value $32,768,755.

    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: 4,463 shares
    • Kestra Advisory Services, LLC: 434,091 shares

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

  7. period ended2024-12-31
    13F 682,976 shares
    Change vs previous 13F +2,232 shares

    0.2% of the 13F portfolio, value $47,808,320.

    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: 4,296 shares
    • Kestra Advisory Services, LLC: 678,680 shares

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

  8. period ended2024-09-30
    13F 680,744 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $48,829,782.

    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: 2,932 shares
    • Kestra Advisory Services, LLC: 677,812 shares

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