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Kestra Advisory Services, LLC: STIP position timeline

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

Kestra Advisory Services, LLC held 968,444 STIP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 968,444 shares
    Change vs previous 13F -46,235 shares

    0.22% of the 13F portfolio, value $98,936,205.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,133 shares
    • Kestra Advisory Services, LLC: 326,147 shares
    • Kestra Investment Management, LLC: 627,164 shares

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

  2. period ended2026-03-31
    13F 1,014,679 shares
    Change vs previous 13F +749,802 shares

    0.26% of the 13F portfolio, value $104,948,173.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,480 shares
    • Kestra Advisory Services, LLC: 76,564 shares
    • Kestra Investment Management, LLC: 923,635 shares

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

  3. period ended2025-12-31
    13F 264,877 shares
    Change vs previous 13F +27,475 shares

    0.07% of the 13F portfolio, value $27,120,829.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,664 shares
    • Kestra Advisory Services, LLC: 43,513 shares
    • Kestra Investment Management, LLC: 206,700 shares

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

  4. period ended2025-09-30
    13F 237,402 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $24,537,921.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,696 shares
    • Kestra Advisory Services, LLC: 43,183 shares
    • Kestra Investment Management, LLC: 182,523 shares

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

  5. period ended2025-06-30
    13F/A 237,264 shares
    Change vs previous 13F +192,293 shares

    0.08% of the 13F portfolio, value $24,416,788.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,256 shares
    • Kestra Advisory Services, LLC: 61,251 shares
    • Kestra Investment Management, LLC: 163,757 shares

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

  6. period ended2025-03-31
    13F 44,971 shares
    Change vs previous 13F -14,584 shares

    0.02% of the 13F portfolio, value $4,653,149.

    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: 10,813 shares
    • Kestra Advisory Services, LLC: 34,158 shares

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

  7. period ended2024-12-31
    13F 59,555 shares
    Change vs previous 13F -194,197 shares

    0.02% of the 13F portfolio, value $5,991,233.

    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: 14,272 shares
    • Kestra Advisory Services, LLC: 45,283 shares

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

  8. period ended2024-09-30
    13F 253,752 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,710,130.

    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: 34,637 shares
    • Kestra Advisory Services, LLC: 219,115 shares

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