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Kestra Advisory Services, LLC: SWKS position timeline

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

Kestra Advisory Services, LLC held 40,331 SWKS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,331 shares
    Change vs previous 13F +7,913 shares

    0.01% of the 13F portfolio, value $2,734,484.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,760 shares
    • Kestra Investment Management, LLC: 34,571 shares

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

  2. period ended2026-03-31
    13F 32,418 shares
    Change vs previous 13F +6,530 shares

    0.01% of the 13F portfolio, value $1,736,015.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,764 shares
    • Kestra Investment Management, LLC: 27,654 shares

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

  3. period ended2025-12-31
    13F 25,888 shares
    Change vs previous 13F +1,062 shares

    0.01% of the 13F portfolio, value $1,641,570.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,115 shares
    • Kestra Investment Management, LLC: 19,773 shares

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

  4. period ended2025-09-30
    13F 24,826 shares
    Change vs previous 13F +1,082 shares

    0.01% of the 13F portfolio, value $1,911,074.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,289 shares
    • Kestra Investment Management, LLC: 18,537 shares

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

  5. period ended2025-06-30
    13F/A 23,744 shares
    Change vs previous 13F -51,456 shares

    0.01% of the 13F portfolio, value $1,769,369.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,495 shares
    • Kestra Investment Management, LLC: 17,249 shares

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

  6. period ended2025-03-31
    13F/A 75,200 shares
    Change vs previous 13F +60,304 shares

    0.02% of the 13F portfolio, value $4,860,176.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,549 shares
    • Kestra Investment Management, LLC: 68,651 shares

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

  7. period ended2024-12-31
    13F 14,896 shares
    Change vs previous 13F -6,343 shares

    0.01% of the 13F portfolio, value $1,321,029.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 7,870 shares
    • Kestra Investment Management, LLC: 7,026 shares

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

  8. period ended2024-09-30
    13F 21,239 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,097,800.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,525 shares
    • Kestra Advisory Services, LLC: 11,030 shares
    • Kestra Investment Management, LLC: 4,684 shares

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