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Kestra Advisory Services, LLC: T position timeline

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

Kestra Advisory Services, LLC held 1,734,198 T 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 1,734,198 shares
    Change vs previous 13F -212,210 shares

    0.08% of the 13F portfolio, value $35,897,893.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 339,217 shares
    • Kestra Advisory Services, LLC: 1,370,099 shares
    • Kestra Investment Management, LLC: 24,882 shares

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

  2. period ended2026-03-31
    13F 1,946,408 shares
    Change vs previous 13F +122,473 shares

    0.14% of the 13F portfolio, value $56,426,389.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 351,328 shares
    • Kestra Advisory Services, LLC: 1,566,553 shares
    • Kestra Investment Management, LLC: 28,527 shares

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

  3. period ended2025-12-31
    13F 1,823,935 shares
    Change vs previous 13F +132,095 shares

    0.12% of the 13F portfolio, value $45,306,532.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 371,851 shares
    • Kestra Advisory Services, LLC: 1,429,970 shares
    • Kestra Investment Management, LLC: 22,114 shares

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

  4. period ended2025-09-30
    13F 1,691,840 shares
    Change vs previous 13F +42,856 shares

    0.14% of the 13F portfolio, value $47,777,561.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 360,316 shares
    • Kestra Advisory Services, LLC: 1,311,195 shares
    • Kestra Investment Management, LLC: 20,329 shares

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

  5. period ended2025-06-30
    13F/A 1,648,984 shares
    Change vs previous 13F +85,369 shares

    0.16% of the 13F portfolio, value $47,721,606.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 361,704 shares
    • Kestra Advisory Services, LLC: 1,267,079 shares
    • Kestra Investment Management, LLC: 20,201 shares

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

  6. period ended2025-03-31
    13F/A 1,563,615 shares
    Change vs previous 13F -89,125 shares

    0.15% of the 13F portfolio, value $44,219,033.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 363,766 shares
    • Kestra Advisory Services, LLC: 1,168,395 shares
    • Kestra Investment Management, LLC: 31,454 shares

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

  7. period ended2024-12-31
    13F 1,652,740 shares
    Change vs previous 13F +105,597 shares

    0.14% of the 13F portfolio, value $37,632,891.

    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: 383,516 shares
    • Kestra Advisory Services, LLC: 1,251,244 shares
    • Kestra Investment Management, LLC: 17,980 shares

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

  8. period ended2024-09-30
    13F 1,547,143 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $34,037,154.

    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: 347,121 shares
    • Kestra Advisory Services, LLC: 1,182,646 shares
    • Kestra Investment Management, LLC: 17,376 shares

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