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Kestra Advisory Services, LLC: SPYI position timeline

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

Kestra Advisory Services, LLC held 325,355 SPYI 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 325,355 shares
    Change vs previous 13F +60,006 shares

    0.04% of the 13F portfolio, value $17,273,111.

    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: 45,554 shares
    • Kestra Advisory Services, LLC: 279,801 shares

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

  2. period ended2026-03-31
    13F 265,349 shares
    Change vs previous 13F +27,352 shares

    0.04% of the 13F portfolio, value $13,100,298.

    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: 41,935 shares
    • Kestra Advisory Services, LLC: 223,414 shares

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

  3. period ended2025-12-31
    13F 237,997 shares
    Change vs previous 13F +39,241 shares

    0.04% of the 13F portfolio, value $12,501,984.

    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: 31,950 shares
    • Kestra Advisory Services, LLC: 206,047 shares

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

  4. period ended2025-09-30
    13F 198,756 shares
    Change vs previous 13F +40,854 shares

    0.04% of the 13F portfolio, value $10,394,939.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,619 shares
    • Kestra Advisory Services, LLC: 183,137 shares

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

  5. period ended2025-06-30
    13F 157,902 shares
    Change vs previous 13F +85,049 shares

    0.04% of the 13F portfolio, value $7,945,653.

    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 72,853 shares
    Change vs previous 13F +36,348 shares

    0.02% of the 13F portfolio, value $3,488,930.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 36,505 shares
    Change vs previous 13F +30,531 shares

    0.01% of the 13F portfolio, value $1,855,184.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 5,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,057.

    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).