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Kestra Advisory Services, LLC: SRE position timeline

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

Kestra Advisory Services, LLC held 34,280 SRE 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 34,280 shares
    Change vs previous 13F +8,379 shares

    0.01% of the 13F portfolio, value $3,195,164.

    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: 8,360 shares
    • Kestra Advisory Services, LLC: 25,920 shares

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

  2. period ended2026-03-31
    13F 25,901 shares
    Change vs previous 13F +4,693 shares

    0.01% of the 13F portfolio, value $2,516,809.

    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: 8,079 shares
    • Kestra Advisory Services, LLC: 17,822 shares

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

  3. period ended2025-12-31
    13F 21,208 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $1,872,534.

    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: 8,626 shares
    • Kestra Advisory Services, LLC: 12,582 shares

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

  4. period ended2025-09-30
    13F 20,957 shares
    Change vs previous 13F -6,523 shares

    0.01% of the 13F portfolio, value $1,885,632.

    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: 8,777 shares
    • Kestra Advisory Services, LLC: 12,180 shares

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

  5. period ended2025-06-30
    13F/A 27,480 shares
    Change vs previous 13F -9,799 shares

    0.01% of the 13F portfolio, value $2,082,130.

    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: 14,440 shares
    • Kestra Advisory Services, LLC: 13,040 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 37,279 shares
    Change vs previous 13F -3,580 shares

    0.01% of the 13F portfolio, value $2,660,230.

    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: 16,166 shares
    • Kestra Advisory Services, LLC: 20,793 shares
    • Kestra Investment Management, LLC: 320 shares

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

  7. period ended2024-12-31
    13F 40,859 shares
    Change vs previous 13F +6,238 shares

    0.01% of the 13F portfolio, value $3,584,122.

    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: 19,568 shares
    • Kestra Advisory Services, LLC: 20,762 shares
    • Kestra Investment Management, LLC: 529 shares

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

  8. period ended2024-09-30
    13F 34,621 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,895,314.

    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: 12,087 shares
    • Kestra Advisory Services, LLC: 19,582 shares
    • Kestra Investment Management, LLC: 2,952 shares

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