Skip to content
Disclosery

Kestra Advisory Services, LLC: SPTB position timeline

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

Kestra Advisory Services, LLC held 108,925 SPTB 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 108,925 shares
    Change vs previous 13F +3,005 shares

    0.04% of the 13F portfolio, value $3,274,274.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 105,920 shares
    Change vs previous 13F -7,568 shares

    0.04% of the 13F portfolio, value $3,205,657.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH 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 113,488 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $3,452,866.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH 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 113,345 shares
    Change vs previous 13F +2,939 shares

    0.05% of the 13F portfolio, value $3,470,455.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 110,406 shares
    Change vs previous 13F -8,182 shares

    0.05% of the 13F portfolio, value $3,367,151.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 118,588 shares
    Change vs previous 13F +17,024 shares

    0.06% of the 13F portfolio, value $3,623,527.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 101,564 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,037,271.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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