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Kestra Advisory Services, LLC: STE position timeline

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

Kestra Advisory Services, LLC held 1,925 STE 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 1,925 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $405,332.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,140 shares
    Change vs previous 13F -988 shares

    <0.01% of the 13F portfolio, value $473,322.

    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: 0 shares
    • Kestra Advisory Services, LLC: 2,140 shares

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

  3. period ended2025-12-31
    13F 3,128 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $793,005.

    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: 911 shares
    • Kestra Advisory Services, LLC: 2,217 shares

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

  4. period ended2025-09-30
    13F 2,180 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $539,415.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,133 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $512,426.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 1,707 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $386,892.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,707 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,341 shares
    Change vs previous 13F -920 shares

    <0.01% of the 13F portfolio, value $275,656.

    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: 0 shares
    • Kestra Advisory Services, LLC: 1,257 shares
    • Kestra Investment Management, LLC: 84 shares

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

  8. period ended2024-09-30
    13F 2,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,262.

    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: 1,095 shares
    • Kestra Advisory Services, LLC: 1,166 shares

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