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Kestra Advisory Services, LLC: SU position timeline

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

Kestra Advisory Services, LLC held 63,764 SU 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 63,764 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $3,422,818.

    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: 12,450 shares
    • Kestra Advisory Services, LLC: 51,314 shares

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

  2. period ended2026-03-31
    13F 63,533 shares
    Change vs previous 13F -2,716 shares

    0.01% of the 13F portfolio, value $4,200,198.

    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: 13,088 shares
    • Kestra Advisory Services, LLC: 50,445 shares

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

  3. period ended2025-12-31
    13F 66,249 shares
    Change vs previous 13F +5,746 shares

    0.01% of the 13F portfolio, value $2,938,776.

    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: 16,982 shares
    • Kestra Advisory Services, LLC: 49,267 shares

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

  4. period ended2025-09-30
    13F 60,503 shares
    Change vs previous 13F +32,563 shares

    0.01% of the 13F portfolio, value $2,529,647.

    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: 16,546 shares
    • Kestra Advisory Services, LLC: 43,957 shares

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

  5. period ended2025-06-30
    13F/A 27,940 shares
    Change vs previous 13F -1,408 shares

    <0.01% of the 13F portfolio, value $1,046,337.

    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: 17,134 shares
    • Kestra Advisory Services, LLC: 10,806 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 29,348 shares
    Change vs previous 13F -4,071 shares

    <0.01% of the 13F portfolio, value $1,136,356.

    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: 17,541 shares
    • Kestra Advisory Services, LLC: 11,737 shares
    • Kestra Investment Management, LLC: 70 shares

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

  7. period ended2024-12-31
    13F 33,419 shares
    Change vs previous 13F +5,931 shares

    <0.01% of the 13F portfolio, value $1,192,385.

    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: 22,503 shares
    • Kestra Advisory Services, LLC: 10,879 shares
    • Kestra Investment Management, LLC: 37 shares

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

  8. period ended2024-09-30
    13F 27,488 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,014,864.

    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: 15,415 shares
    • Kestra Advisory Services, LLC: 12,073 shares

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