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Kestra Advisory Services, LLC: SPTI position timeline

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

Kestra Advisory Services, LLC held 2,272,713 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,272,713 shares
    Change vs previous 13F -818,637 shares

    0.18% of the 13F portfolio, value $64,522,301.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 175,717 shares
    • Kestra Investment Management, LLC: 2,096,996 shares

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

  2. period ended2026-03-31
    13F 3,091,350 shares
    Change vs previous 13F +2,932,972 shares

    0.28% of the 13F portfolio, value $88,598,085.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 223,091 shares
    • Kestra Investment Management, LLC: 2,868,259 shares

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

  3. period ended2025-12-31
    13F 158,378 shares
    Change vs previous 13F -13,713 shares

    0.02% of the 13F portfolio, value $4,567,634.

    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 172,091 shares
    Change vs previous 13F +27,226 shares

    0.02% of the 13F portfolio, value $4,973,421.

    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 144,865 shares
    Change vs previous 13F -540 shares

    0.02% of the 13F portfolio, value $4,167,772.

    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/A 145,405 shares
    Change vs previous 13F +15,984 shares

    0.02% of the 13F portfolio, value $4,155,675.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 145,405 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 129,421 shares
    Change vs previous 13F +5,349 shares

    0.02% of the 13F portfolio, value $3,608,257.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 129,420 shares
    • Kestra Investment Management, LLC: 1 shares

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

  8. period ended2024-09-30
    13F 124,072 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,605,527.

    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).