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Kestra Advisory Services, LLC: SPTS position timeline

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

Kestra Advisory Services, LLC held 26,723 SPTS 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 26,723 shares
    Change vs previous 13F -8,091 shares

    <0.01% of the 13F portfolio, value $775,241.

    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: 0 shares
    • Kestra Advisory Services, LLC: 26,723 shares

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

  2. period ended2026-03-31
    13F 34,814 shares
    Change vs previous 13F -18,967 shares

    <0.01% of the 13F portfolio, value $1,015,882.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,952 shares
    • Kestra Advisory Services, LLC: 27,862 shares

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

  3. period ended2025-12-31
    13F 53,781 shares
    Change vs previous 13F +14,047 shares

    <0.01% of the 13F portfolio, value $1,574,717.

    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: 25,933 shares
    • Kestra Advisory Services, LLC: 27,848 shares

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

  4. period ended2025-09-30
    13F 39,734 shares
    Change vs previous 13F -3,679 shares

    <0.01% of the 13F portfolio, value $1,164,992.

    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: 25,757 shares
    • Kestra Advisory Services, LLC: 13,977 shares

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

  5. period ended2025-06-30
    13F 43,413 shares
    Change vs previous 13F +22,780 shares

    <0.01% of the 13F portfolio, value $1,271,571.

    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: 28,247 shares
    • Kestra Advisory Services, LLC: 15,166 shares

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

  6. period ended2025-03-31
    13F 20,633 shares
    Change vs previous 13F -4,132 shares

    <0.01% of the 13F portfolio, value $603,308.

    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: 9,556 shares
    • Kestra Advisory Services, LLC: 11,077 shares

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

  7. period ended2024-12-31
    13F 24,765 shares
    Change vs previous 13F -36,270 shares

    <0.01% of the 13F portfolio, value $718,433.

    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: 11,965 shares
    • Kestra Advisory Services, LLC: 12,800 shares

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

  8. period ended2024-09-30
    13F 61,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,795,043.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,994 shares
    • Kestra Advisory Services, LLC: 12,041 shares

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