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Kestra Advisory Services, LLC: STZ position timeline

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

Kestra Advisory Services, LLC held 32,185 STZ 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 32,185 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $4,476,699.

    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: 18,089 shares
    • Kestra Advisory Services, LLC: 14,096 shares

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

  2. period ended2026-03-31
    13F 31,881 shares
    Change vs previous 13F +6,050 shares

    0.01% of the 13F portfolio, value $4,782,229.

    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: 13,133 shares
    • Kestra Advisory Services, LLC: 18,748 shares

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

  3. period ended2025-12-31
    13F 25,831 shares
    Change vs previous 13F -8,787 shares

    0.01% of the 13F portfolio, value $3,563,695.

    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: 11,742 shares
    • Kestra Advisory Services, LLC: 14,089 shares

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

  4. period ended2025-09-30
    13F 34,618 shares
    Change vs previous 13F -2,681 shares

    0.02% of the 13F portfolio, value $4,662,102.

    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: 18,354 shares
    • Kestra Advisory Services, LLC: 16,264 shares

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

  5. period ended2025-06-30
    13F 37,299 shares
    Change vs previous 13F -149 shares

    0.02% of the 13F portfolio, value $6,067,770.

    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: 20,332 shares
    • Kestra Advisory Services, LLC: 16,967 shares

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

  6. period ended2025-03-31
    13F/A 37,448 shares
    Change vs previous 13F +638 shares

    0.03% of the 13F portfolio, value $6,872,457.

    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: 18,985 shares
    • Kestra Advisory Services, LLC: 18,463 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 36,810 shares
    Change vs previous 13F -6,600 shares

    0.03% of the 13F portfolio, value $8,135,010.

    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: 18,324 shares
    • Kestra Advisory Services, LLC: 18,482 shares
    • Kestra Investment Management, LLC: 4 shares

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

  8. period ended2024-09-30
    13F 43,410 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,186,332.

    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: 19,224 shares
    • Kestra Advisory Services, LLC: 24,186 shares

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