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Kestra Advisory Services, LLC: SYF position timeline

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

Kestra Advisory Services, LLC held 44,173 SYF 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 44,173 shares
    Change vs previous 13F +3,352 shares

    0.01% of the 13F portfolio, value $3,359,322.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,604 shares
    • Kestra Advisory Services, LLC: 8,029 shares
    • Kestra Investment Management, LLC: 10,540 shares

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

  2. period ended2026-03-31
    13F 40,821 shares
    Change vs previous 13F +7,450 shares

    0.01% of the 13F portfolio, value $2,776,663.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,199 shares
    • Kestra Advisory Services, LLC: 7,925 shares
    • Kestra Investment Management, LLC: 6,697 shares

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

  3. period ended2025-12-31
    13F 33,371 shares
    Change vs previous 13F +8,066 shares

    0.01% of the 13F portfolio, value $2,784,084.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,223 shares
    • Kestra Advisory Services, LLC: 8,148 shares

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

  4. period ended2025-09-30
    13F 25,305 shares
    Change vs previous 13F +1,964 shares

    0.01% of the 13F portfolio, value $1,797,932.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,929 shares
    • Kestra Advisory Services, LLC: 9,376 shares

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

  5. period ended2025-06-30
    13F/A 23,341 shares
    Change vs previous 13F -8,836 shares

    0.01% of the 13F portfolio, value $1,557,788.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,692 shares
    • Kestra Advisory Services, LLC: 9,649 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 32,177 shares
    Change vs previous 13F +10,392 shares

    0.01% of the 13F portfolio, value $1,703,451.

    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: 13,700 shares
    • Kestra Advisory Services, LLC: 9,852 shares
    • Kestra Investment Management, LLC: 8,625 shares

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

  7. period ended2024-12-31
    13F 21,785 shares
    Change vs previous 13F +8,212 shares

    0.01% of the 13F portfolio, value $1,416,006.

    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: 8,328 shares
    • Kestra Advisory Services, LLC: 7,232 shares
    • Kestra Investment Management, LLC: 6,225 shares

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

  8. period ended2024-09-30
    13F 13,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $677,000.

    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: 5,789 shares
    • Kestra Advisory Services, LLC: 7,784 shares

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