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Kestra Advisory Services, LLC: SUSA position timeline

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

Kestra Advisory Services, LLC held 34,192 SUSA 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 34,192 shares
    Change vs previous 13F +6,755 shares

    0.02% of the 13F portfolio, value $5,275,758.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 27,437 shares
    Change vs previous 13F +2,803 shares

    0.01% of the 13F portfolio, value $3,624,476.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,634 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $3,432,660.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,797 shares
    Change vs previous 13F +868 shares

    0.02% of the 13F portfolio, value $3,363,748.

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

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

  5. period ended2025-06-30
    13F 23,929 shares
    Change vs previous 13F -289 shares

    0.01% of the 13F portfolio, value $3,033,057.

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

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

  6. period ended2025-03-31
    13F 24,218 shares
    Change vs previous 13F -7,545 shares

    0.01% of the 13F portfolio, value $2,781,922.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,763 shares
    Change vs previous 13F -6,802 shares

    0.02% of the 13F portfolio, value $3,862,063.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,642,039.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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