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Kestra Advisory Services, LLC: SRLN position timeline

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

Kestra Advisory Services, LLC held 315,750 SRLN 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 315,750 shares
    Change vs previous 13F +12,619 shares

    0.03% of the 13F portfolio, value $12,721,570.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 272,468 shares
    • Kestra Advisory Services, LLC: 43,282 shares

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

  2. period ended2026-03-31
    13F 303,131 shares
    Change vs previous 13F +8,899 shares

    0.04% of the 13F portfolio, value $12,167,672.

    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: 259,333 shares
    • Kestra Advisory Services, LLC: 43,798 shares

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

  3. period ended2025-12-31
    13F 294,232 shares
    Change vs previous 13F -13,795 shares

    0.04% of the 13F portfolio, value $12,142,932.

    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: 254,336 shares
    • Kestra Advisory Services, LLC: 39,896 shares

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

  4. period ended2025-09-30
    13F 308,027 shares
    Change vs previous 13F -12,134 shares

    0.04% of the 13F portfolio, value $12,807,765.

    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: 263,385 shares
    • Kestra Advisory Services, LLC: 44,642 shares

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

  5. period ended2025-06-30
    13F 320,161 shares
    Change vs previous 13F -2,057 shares

    0.05% of the 13F portfolio, value $13,315,484.

    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: 274,342 shares
    • Kestra Advisory Services, LLC: 45,819 shares

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

  6. period ended2025-03-31
    13F 322,218 shares
    Change vs previous 13F -33,972 shares

    0.05% of the 13F portfolio, value $13,252,826.

    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: 283,722 shares
    • Kestra Advisory Services, LLC: 38,496 shares

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

  7. period ended2024-12-31
    13F 356,190 shares
    Change vs previous 13F +34,314 shares

    0.06% of the 13F portfolio, value $14,863,808.

    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: 296,517 shares
    • Kestra Advisory Services, LLC: 59,673 shares

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

  8. period ended2024-09-30
    13F 321,876 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,441,559.

    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: 306,160 shares
    • Kestra Advisory Services, LLC: 15,716 shares

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