Kestra Advisory Services, LLC: SUSC position timeline

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

Kestra Advisory Services, LLC held 116,924 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 116,924 shares
Change vs previous 13F +10,329 shares
0.01% of the 13F portfolio, value $2,706,940.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 54,704 shares
- Kestra Advisory Services, LLC: 62,220 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 106,595 shares
Change vs previous 13F +16,126 shares
0.01% of the 13F portfolio, value $2,466,339.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,613 shares
- Kestra Advisory Services, LLC: 48,960 shares
- Kestra Investment Management, LLC: 9,022 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 90,469 shares
Change vs previous 13F +25,121 shares
0.01% of the 13F portfolio, value $2,115,605.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 40,898 shares
- Kestra Advisory Services, LLC: 40,699 shares
- Kestra Investment Management, LLC: 8,872 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 65,348 shares
Change vs previous 13F +48,523 shares
<0.01% of the 13F portfolio, value $1,539,611.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,262 shares
- Kestra Advisory Services, LLC: 22,388 shares
- Kestra Investment Management, LLC: 8,698 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 16,825 shares
Change vs previous 13F +118 shares
0.01% of the 13F portfolio, value $390,845.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 16,707 shares
Change vs previous 13F -5,498 shares
0.01% of the 13F portfolio, value $385,263.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,707 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 22,205 shares
Change vs previous 13F +2,736 shares
0.01% of the 13F portfolio, value $504,507.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,208 shares
- Kestra Investment Management, LLC: 4,997 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 19,469 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $463,168.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 19,469 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).