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Kestra Advisory Services, LLC: TAN position timeline

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

Kestra Advisory Services, LLC held 9,747 TAN 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 9,747 shares
    Change vs previous 13F -998 shares

    <0.01% of the 13F portfolio, value $576,518.

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

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

  2. period ended2026-03-31
    13F 10,745 shares
    Change vs previous 13F +852 shares

    <0.01% of the 13F portfolio, value $598,618.

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

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

  3. period ended2025-12-31
    13F 9,893 shares
    Change vs previous 13F -1,914 shares

    <0.01% of the 13F portfolio, value $485,946.

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

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

  4. period ended2025-09-30
    13F 11,807 shares
    Change vs previous 13F -1,101 shares

    <0.01% of the 13F portfolio, value $515,152.

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

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

  5. period ended2025-06-30
    13F 12,908 shares
    Change vs previous 13F +892 shares

    <0.01% of the 13F portfolio, value $442,220.

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

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

  6. period ended2025-03-31
    13F 12,016 shares
    Change vs previous 13F -1,564 shares

    <0.01% of the 13F portfolio, value $366,007.

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

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

  7. period ended2024-12-31
    13F 13,580 shares
    Change vs previous 13F -10,419 shares

    <0.01% of the 13F portfolio, value $449,770.

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

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

  8. period ended2024-09-30
    13F 23,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,034,616.

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

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