Skip to content
Disclosery

Kestra Advisory Services, LLC: SPSB position timeline

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

Kestra Advisory Services, LLC held 134,232 SPSB 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 134,232 shares
    Change vs previous 13F -15,911 shares

    0.01% of the 13F portfolio, value $4,028,305.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,471 shares
    • Kestra Advisory Services, LLC: 46,099 shares
    • Kestra Investment Management, LLC: 25,662 shares

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

  2. period ended2026-03-31
    13F 150,143 shares
    Change vs previous 13F -42,833 shares

    0.01% of the 13F portfolio, value $4,514,777.

    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: 75,515 shares
    • Kestra Advisory Services, LLC: 59,364 shares
    • Kestra Investment Management, LLC: 15,264 shares

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

  3. period ended2025-12-31
    13F 192,976 shares
    Change vs previous 13F +2,228 shares

    0.02% of the 13F portfolio, value $5,827,887.

    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: 86,140 shares
    • Kestra Advisory Services, LLC: 91,189 shares
    • Kestra Investment Management, LLC: 15,647 shares

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

  4. period ended2025-09-30
    13F 190,748 shares
    Change vs previous 13F -7,231 shares

    0.02% of the 13F portfolio, value $5,777,760.

    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: 87,904 shares
    • Kestra Advisory Services, LLC: 87,311 shares
    • Kestra Investment Management, LLC: 15,533 shares

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

  5. period ended2025-06-30
    13F/A 197,979 shares
    Change vs previous 13F +11,193 shares

    0.02% of the 13F portfolio, value $5,976,991.

    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: 88,356 shares
    • Kestra Advisory Services, LLC: 93,942 shares
    • Kestra Investment Management, LLC: 15,681 shares

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

  6. period ended2025-03-31
    13F/A 186,786 shares
    Change vs previous 13F +1,134 shares

    0.02% of the 13F portfolio, value $5,622,259.

    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: 81,819 shares
    • Kestra Advisory Services, LLC: 91,207 shares
    • Kestra Investment Management, LLC: 13,760 shares

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

  7. period ended2024-12-31
    13F 185,652 shares
    Change vs previous 13F -19,167 shares

    0.02% of the 13F portfolio, value $5,543,569.

    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: 78,680 shares
    • Kestra Advisory Services, LLC: 98,664 shares
    • Kestra Investment Management, LLC: 8,308 shares

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

  8. period ended2024-09-30
    13F 204,819 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,201,929.

    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: 74,169 shares
    • Kestra Advisory Services, LLC: 121,622 shares
    • Kestra Investment Management, LLC: 9,028 shares

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