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Kestra Advisory Services, LLC: STK position timeline

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

Kestra Advisory Services, LLC held 27,301 STK 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 27,301 shares
    Change vs previous 13F +523 shares

    <0.01% of the 13F portfolio, value $1,470,685.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,915 shares
    • Kestra Advisory Services, LLC: 17,386 shares

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

  2. period ended2026-03-31
    13F 26,778 shares
    Change vs previous 13F +8,887 shares

    <0.01% of the 13F portfolio, value $1,015,694.

    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: 9,396 shares
    • Kestra Advisory Services, LLC: 17,382 shares

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

  3. period ended2025-12-31
    13F 17,891 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $658,205.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 17,867 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $631,049.

    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 17,857 shares
    Change vs previous 13F +8,610 shares

    <0.01% of the 13F portfolio, value $543,040.

    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 9,247 shares
    Change vs previous 13F -7,636 shares

    <0.01% of the 13F portfolio, value $258,731.

    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: 0 shares
    • Kestra Advisory Services, LLC: 9,247 shares

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

  7. period ended2024-12-31
    13F 16,883 shares
    Change vs previous 13F +9,518 shares

    <0.01% of the 13F portfolio, value $539,412.

    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: 7,365 shares
    • Kestra Advisory Services, LLC: 9,518 shares

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

  8. period ended2024-09-30
    13F 7,365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,654.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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