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Kestra Advisory Services, LLC: STT position timeline

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

Kestra Advisory Services, LLC held 19,787 STT 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 19,787 shares
    Change vs previous 13F -16,163 shares

    0.01% of the 13F portfolio, value $3,355,749.

    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: 5,302 shares
    • Kestra Advisory Services, LLC: 14,485 shares

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

  2. period ended2026-03-31
    13F 35,950 shares
    Change vs previous 13F -5,635 shares

    0.01% of the 13F portfolio, value $4,549,802.

    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: 5,438 shares
    • Kestra Advisory Services, LLC: 30,512 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 41,585 shares
    Change vs previous 13F +8,793 shares

    0.01% of the 13F portfolio, value $5,364,996.

    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: 5,521 shares
    • Kestra Advisory Services, LLC: 28,088 shares
    • Kestra Investment Management, LLC: 7,976 shares

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

  4. period ended2025-09-30
    13F 32,792 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $3,804,274.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,969 shares
    • Kestra Advisory Services, LLC: 20,820 shares
    • Kestra Investment Management, LLC: 7,003 shares

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

  5. period ended2025-06-30
    13F/A 33,110 shares
    Change vs previous 13F +4,619 shares

    0.01% of the 13F portfolio, value $3,520,952.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,020 shares
    • Kestra Advisory Services, LLC: 20,821 shares
    • Kestra Investment Management, LLC: 7,269 shares

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

  6. period ended2025-03-31
    13F/A 28,491 shares
    Change vs previous 13F +11,547 shares

    0.01% of the 13F portfolio, value $2,550,800.

    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: 5,118 shares
    • Kestra Advisory Services, LLC: 18,194 shares
    • Kestra Investment Management, LLC: 5,179 shares

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

  7. period ended2024-12-31
    13F 16,944 shares
    Change vs previous 13F +3,435 shares

    0.01% of the 13F portfolio, value $1,663,043.

    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: 4,704 shares
    • Kestra Advisory Services, LLC: 7,900 shares
    • Kestra Investment Management, LLC: 4,340 shares

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

  8. period ended2024-09-30
    13F 13,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,195,180.

    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: 3,143 shares
    • Kestra Advisory Services, LLC: 10,366 shares

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