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Kestra Advisory Services, LLC: SUSB position timeline

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

Kestra Advisory Services, LLC held 50,331 SUSB 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 50,331 shares
    Change vs previous 13F +5,597 shares

    <0.01% of the 13F portfolio, value $1,257,763.

    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 44,734 shares
    Change vs previous 13F +5,413 shares

    <0.01% of the 13F portfolio, value $1,121,269.

    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 39,321 shares
    Change vs previous 13F +18,043 shares

    <0.01% of the 13F portfolio, value $992,462.

    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 21,278 shares
    Change vs previous 13F +1,085 shares

    <0.01% of the 13F portfolio, value $538,539.

    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 20,193 shares
    Change vs previous 13F +3,082 shares

    <0.01% of the 13F portfolio, value $508,255.

    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/A 17,111 shares
    Change vs previous 13F -3,360 shares

    <0.01% of the 13F portfolio, value $427,604.

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

    • Kestra Advisory Services, LLC: 17,111 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,471 shares
    Change vs previous 13F -3,354 shares

    <0.01% of the 13F portfolio, value $505,633.

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

    • Kestra Advisory Services, LLC: 19,579 shares
    • Kestra Investment Management, LLC: 892 shares

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

  8. period ended2024-09-30
    13F 23,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $599,426.

    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).