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Kestra Advisory Services, LLC: SPOT position timeline

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

Kestra Advisory Services, LLC held 16,341 SPOT 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 16,341 shares
    Change vs previous 13F +7,665 shares

    0.02% of the 13F portfolio, value $7,502,643.

    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: 4,554 shares
    • Kestra Advisory Services, LLC: 11,787 shares

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

  2. period ended2026-03-31
    13F 8,676 shares
    Change vs previous 13F -1,703 shares

    0.01% of the 13F portfolio, value $4,207,079.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,478 shares
    • Kestra Advisory Services, LLC: 4,198 shares

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

  3. period ended2025-12-31
    13F 10,379 shares
    Change vs previous 13F -817 shares

    0.02% of the 13F portfolio, value $6,027,190.

    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: 4,581 shares
    • Kestra Advisory Services, LLC: 5,798 shares

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

  4. period ended2025-09-30
    13F 11,196 shares
    Change vs previous 13F -3,084 shares

    0.03% of the 13F portfolio, value $7,814,808.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,864 shares
    • Kestra Advisory Services, LLC: 5,332 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 14,280 shares
    Change vs previous 13F +1,557 shares

    0.04% of the 13F portfolio, value $10,957,615.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,611 shares
    • Kestra Advisory Services, LLC: 5,603 shares
    • Kestra Investment Management, LLC: 3,066 shares

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

  6. period ended2025-03-31
    13F/A 12,723 shares
    Change vs previous 13F +3,869 shares

    0.02% of the 13F portfolio, value $6,998,032.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,518 shares
    • Kestra Advisory Services, LLC: 5,189 shares
    • Kestra Investment Management, LLC: 2,016 shares

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

  7. period ended2024-12-31
    13F 8,854 shares
    Change vs previous 13F +1,065 shares

    0.01% of the 13F portfolio, value $3,961,103.

    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: 1,412 shares
    • Kestra Advisory Services, LLC: 4,669 shares
    • Kestra Investment Management, LLC: 2,773 shares

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

  8. period ended2024-09-30
    13F 7,789 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,870,480.

    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: 1,080 shares
    • Kestra Advisory Services, LLC: 4,592 shares
    • Kestra Investment Management, LLC: 2,117 shares

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