Kestra Advisory Services, LLC: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on STX, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 34,459 STX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 34,459 sharesChange vs previous 13F -13,047 shares
0.07% of the 13F portfolio, value $33,253,050.
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: 18,683 shares
- Kestra Advisory Services, LLC: 15,397 shares
- Kestra Investment Management, LLC: 379 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,506 sharesChange vs previous 13F +2,405 shares
0.05% of the 13F portfolio, value $18,611,045.
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: 23,157 shares
- Kestra Advisory Services, LLC: 23,691 shares
- Kestra Investment Management, LLC: 658 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,101 sharesChange vs previous 13F -4,635 shares
0.03% of the 13F portfolio, value $12,420,256.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,746 shares
- Kestra Advisory Services, LLC: 20,532 shares
- Kestra Investment Management, LLC: 823 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,736 sharesChange vs previous 13F -2,888 shares
0.04% of the 13F portfolio, value $11,740,624.
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: 27,046 shares
- Kestra Advisory Services, LLC: 21,643 shares
- Kestra Investment Management, LLC: 1,047 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 52,624 sharesChange vs previous 13F +2,843 shares
0.03% of the 13F portfolio, value $7,595,172.
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: 28,341 shares
- Kestra Advisory Services, LLC: 24,283 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 49,781 sharesChange vs previous 13F -2,577 shares
0.01% of the 13F portfolio, value $4,228,896.
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: 26,301 shares
- Kestra Advisory Services, LLC: 23,412 shares
- Kestra Investment Management, LLC: 68 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,358 sharesChange vs previous 13F -165 shares
0.02% of the 13F portfolio, value $4,519,019.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 28,173 shares
- Kestra Advisory Services, LLC: 23,576 shares
- Kestra Investment Management, LLC: 609 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,523 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $5,752,869.
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: 27,355 shares
- Kestra Advisory Services, LLC: 20,600 shares
- Kestra Investment Management, LLC: 4,568 shares
Acceptance time not in the bulk data set (spec §4.2).