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Kestra Advisory Services, LLC: SUB position timeline

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

Kestra Advisory Services, LLC held 186,107 SUB 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 186,107 shares
    Change vs previous 13F +18,388 shares

    0.05% of the 13F portfolio, value $19,814,777.

    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: 78,499 shares
    • Kestra Advisory Services, LLC: 107,608 shares

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

  2. period ended2026-03-31
    13F 167,719 shares
    Change vs previous 13F +39,631 shares

    0.05% of the 13F portfolio, value $17,862,085.

    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: 64,546 shares
    • Kestra Advisory Services, LLC: 103,173 shares

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

  3. period ended2025-12-31
    13F 128,088 shares
    Change vs previous 13F +23,943 shares

    0.04% of the 13F portfolio, value $13,667,000.

    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: 55,334 shares
    • Kestra Advisory Services, LLC: 72,754 shares

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

  4. period ended2025-09-30
    13F 104,145 shares
    Change vs previous 13F +14,637 shares

    0.04% of the 13F portfolio, value $11,120,613.

    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: 50,742 shares
    • Kestra Advisory Services, LLC: 53,403 shares

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

  5. period ended2025-06-30
    13F 89,508 shares
    Change vs previous 13F -74,117 shares

    0.03% of the 13F portfolio, value $9,518,269.

    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: 40,422 shares
    • Kestra Advisory Services, LLC: 49,086 shares

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

  6. period ended2025-03-31
    13F 163,625 shares
    Change vs previous 13F +550 shares

    0.06% of the 13F portfolio, value $17,278,800.

    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: 119,533 shares
    • Kestra Advisory Services, LLC: 44,092 shares

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

  7. period ended2024-12-31
    13F 163,075 shares
    Change vs previous 13F +16,540 shares

    0.07% of the 13F portfolio, value $17,201,145.

    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: 119,954 shares
    • Kestra Advisory Services, LLC: 43,121 shares

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

  8. period ended2024-09-30
    13F 146,535 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,560,541.

    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: 119,711 shares
    • Kestra Advisory Services, LLC: 26,824 shares

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