Kestra Advisory Services, LLC: SSNC position timeline

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

Kestra Advisory Services, LLC held 5,190 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 5,190 shares
Change vs previous 13F -11,827 shares
<0.01% of the 13F portfolio, value $322,038.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 5,190 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 17,017 shares
Change vs previous 13F -10,859 shares
<0.01% of the 13F portfolio, value $1,149,816.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,382 shares
- Kestra Advisory Services, LLC: 11,635 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 27,876 shares
Change vs previous 13F -3,914 shares
0.01% of the 13F portfolio, value $2,436,973.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,732 shares
- Kestra Advisory Services, LLC: 13,144 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 31,790 shares
Change vs previous 13F -660 shares
0.01% of the 13F portfolio, value $2,821,645.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,521 shares
- Kestra Advisory Services, LLC: 16,269 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 32,450 shares
Change vs previous 13F +137 shares
0.01% of the 13F portfolio, value $2,686,865.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,582 shares
- Kestra Advisory Services, LLC: 15,868 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 32,313 shares
Change vs previous 13F +10,292 shares
0.01% of the 13F portfolio, value $2,699,106.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,050 shares
- Kestra Advisory Services, LLC: 16,073 shares
- Kestra Investment Management, LLC: 190 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 22,021 shares
Change vs previous 13F +5,440 shares
0.01% of the 13F portfolio, value $1,668,751.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,352 shares
- Kestra Advisory Services, LLC: 9,156 shares
- Kestra Investment Management, LLC: 513 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 16,581 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,230,494.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,614 shares
- Kestra Advisory Services, LLC: 7,967 shares
Acceptance time not in the bulk data set (spec §4.2).