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Kestra Advisory Services, LLC: SPYV position timeline

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

Kestra Advisory Services, LLC held 730,118 SPYV 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 730,118 shares
    Change vs previous 13F +57,558 shares

    0.1% of the 13F portfolio, value $44,383,883.

    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: 338,842 shares
    • Kestra Advisory Services, LLC: 382,760 shares
    • Kestra Investment Management, LLC: 8,516 shares

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

  2. period ended2026-03-31
    13F 672,560 shares
    Change vs previous 13F +98,730 shares

    0.09% of the 13F portfolio, value $38,053,422.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 383,900 shares
    • Kestra Advisory Services, LLC: 274,086 shares
    • Kestra Investment Management, LLC: 14,574 shares

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

  3. period ended2025-12-31
    13F 573,830 shares
    Change vs previous 13F +25,555 shares

    0.09% of the 13F portfolio, value $32,599,233.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 306,778 shares
    • Kestra Advisory Services, LLC: 257,502 shares
    • Kestra Investment Management, LLC: 9,550 shares

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

  4. period ended2025-09-30
    13F 548,275 shares
    Change vs previous 13F +38,916 shares

    0.09% of the 13F portfolio, value $30,336,075.

    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: 297,270 shares
    • Kestra Advisory Services, LLC: 242,062 shares
    • Kestra Investment Management, LLC: 8,943 shares

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

  5. period ended2025-06-30
    13F/A 509,359 shares
    Change vs previous 13F +53,844 shares

    0.09% of the 13F portfolio, value $26,659,868.

    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: 302,804 shares
    • Kestra Advisory Services, LLC: 198,387 shares
    • Kestra Investment Management, LLC: 8,168 shares

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

  6. period ended2025-03-31
    13F/A 455,515 shares
    Change vs previous 13F -27,505 shares

    0.08% of the 13F portfolio, value $23,263,151.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 310,829 shares
    • Kestra Advisory Services, LLC: 138,246 shares
    • Kestra Investment Management, LLC: 6,440 shares

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

  7. period ended2024-12-31
    13F 483,020 shares
    Change vs previous 13F -298,045 shares

    0.09% of the 13F portfolio, value $24,701,643.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 345,297 shares
    • Kestra Advisory Services, LLC: 131,573 shares
    • Kestra Investment Management, LLC: 6,150 shares

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

  8. period ended2024-09-30
    13F 781,065 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $41,287,099.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 305,140 shares
    • Kestra Advisory Services, LLC: 475,925 shares
    • Kestra Investment Management, LLC: 0 shares

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