Skip to content
Disclosery

Kestra Advisory Services, LLC: STAG position timeline

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

Kestra Advisory Services, LLC held 50,983 STAG 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 50,983 shares
    Change vs previous 13F -6,904 shares

    <0.01% of the 13F portfolio, value $1,940,413.

    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: 27,508 shares
    • Kestra Advisory Services, LLC: 23,475 shares

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

  2. period ended2026-03-31
    13F 57,887 shares
    Change vs previous 13F +9,774 shares

    0.01% of the 13F portfolio, value $2,087,437.

    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: 27,900 shares
    • Kestra Advisory Services, LLC: 29,987 shares

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

  3. period ended2025-12-31
    13F 48,113 shares
    Change vs previous 13F +8,000 shares

    0.01% of the 13F portfolio, value $1,768,606.

    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: 23,292 shares
    • Kestra Advisory Services, LLC: 24,821 shares

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

  4. period ended2025-09-30
    13F 40,113 shares
    Change vs previous 13F +7,380 shares

    <0.01% of the 13F portfolio, value $1,415,592.

    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: 20,333 shares
    • Kestra Advisory Services, LLC: 19,780 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 32,733 shares
    Change vs previous 13F +15,579 shares

    <0.01% of the 13F portfolio, value $1,187,560.

    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: 25,044 shares
    • Kestra Advisory Services, LLC: 7,658 shares
    • Kestra Investment Management, LLC: 31 shares

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

  6. period ended2025-03-31
    13F/A 17,154 shares
    Change vs previous 13F +1,195 shares

    0.01% of the 13F portfolio, value $619,603.

    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: 16,316 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 838 shares

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

  7. period ended2024-12-31
    13F 15,959 shares
    Change vs previous 13F +10,179 shares

    <0.01% of the 13F portfolio, value $539,733.

    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: 6,906 shares
    • Kestra Advisory Services, LLC: 9,053 shares

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

  8. period ended2024-09-30
    13F 5,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,653.

    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: 5,780 shares
    • Kestra Advisory Services, LLC: 0 shares

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