Kestra Advisory Services, LLC: SYY position timeline

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

Kestra Advisory Services, LLC held 104,044 SYY 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 104,044 shares
Change vs previous 13F -5,737 shares
0.02% of the 13F portfolio, value $8,695,993.
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: 33,417 shares
- Kestra Advisory Services, LLC: 70,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 109,781 shares
Change vs previous 13F +5,381 shares
0.02% of the 13F portfolio, value $7,830,655.
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: 33,599 shares
- Kestra Advisory Services, LLC: 76,182 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 104,400 shares
Change vs previous 13F +888 shares
0.02% of the 13F portfolio, value $7,693,255.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,649 shares
- Kestra Advisory Services, LLC: 68,751 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 103,512 shares
Change vs previous 13F -6,960 shares
0.03% of the 13F portfolio, value $8,523,220.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 32,665 shares
- Kestra Advisory Services, LLC: 70,847 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 110,472 shares
Change vs previous 13F -5,157 shares
0.03% of the 13F portfolio, value $8,367,120.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,422 shares
- Kestra Advisory Services, LLC: 76,050 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 115,629 shares
Change vs previous 13F +8,067 shares
0.03% of the 13F portfolio, value $8,676,801.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,145 shares
- Kestra Advisory Services, LLC: 79,650 shares
- Kestra Investment Management, LLC: 1,834 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 107,562 shares
Change vs previous 13F +26,952 shares
0.03% of the 13F portfolio, value $8,224,191.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,695 shares
- Kestra Advisory Services, LLC: 73,837 shares
- Kestra Investment Management, LLC: 30 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 80,610 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,292,452.
13F-HR 0001830819-24-000009 filed by Kestra Advisory 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: 9,845 shares
- Kestra Advisory Services, LLC: 70,765 shares
Acceptance time not in the bulk data set (spec §4.2).