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Kestra Advisory Services, LLC: SPTL position timeline

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

Kestra Advisory Services, LLC held 175,670 SPTL 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 175,670 shares
    Change vs previous 13F +48,086 shares

    0.01% of the 13F portfolio, value $4,607,817.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 127,584 shares
    Change vs previous 13F -50,735 shares

    0.01% of the 13F portfolio, value $3,355,463.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 178,319 shares
    Change vs previous 13F -3,620 shares

    0.02% of the 13F portfolio, value $4,720,117.

    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 181,939 shares
    Change vs previous 13F +8,192 shares

    0.02% of the 13F portfolio, value $4,903,258.

    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 173,747 shares
    Change vs previous 13F +59,399 shares

    0.02% of the 13F portfolio, value $4,618,205.

    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 114,348 shares
    Change vs previous 13F +43,804 shares

    0.02% of the 13F portfolio, value $3,117,126.

    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: 114,348 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 70,544 shares
    Change vs previous 13F +28,460 shares

    0.01% of the 13F portfolio, value $1,847,544.

    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: 70,006 shares
    • Kestra Investment Management, LLC: 538 shares

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

  8. period ended2024-09-30
    13F 42,084 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,223,380.

    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).