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Kestra Advisory Services, LLC: TAP position timeline

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

Kestra Advisory Services, LLC held 57,687 TAP 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 57,687 shares
    Change vs previous 13F -26,333 shares

    0.01% of the 13F portfolio, value $2,247,484.

    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: 38,490 shares
    • Kestra Advisory Services, LLC: 19,197 shares

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

  2. period ended2026-03-31
    13F 84,020 shares
    Change vs previous 13F +6,883 shares

    0.01% of the 13F portfolio, value $3,617,905.

    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: 42,217 shares
    • Kestra Advisory Services, LLC: 41,803 shares

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

  3. period ended2025-12-31
    13F 77,137 shares
    Change vs previous 13F -3,098 shares

    0.01% of the 13F portfolio, value $3,600,754.

    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: 38,644 shares
    • Kestra Advisory Services, LLC: 38,493 shares

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

  4. period ended2025-09-30
    13F 80,235 shares
    Change vs previous 13F +1,387 shares

    0.01% of the 13F portfolio, value $3,630,612.

    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: 38,668 shares
    • Kestra Advisory Services, LLC: 41,567 shares

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

  5. period ended2025-06-30
    13F 78,848 shares
    Change vs previous 13F +2,712 shares

    0.01% of the 13F portfolio, value $3,791,799.

    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: 36,314 shares
    • Kestra Advisory Services, LLC: 42,534 shares

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

  6. period ended2025-03-31
    13F 76,136 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $4,634,398.

    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: 35,143 shares
    • Kestra Advisory Services, LLC: 40,993 shares

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

  7. period ended2024-12-31
    13F 76,304 shares
    Change vs previous 13F +5,802 shares

    0.02% of the 13F portfolio, value $4,373,746.

    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: 34,293 shares
    • Kestra Advisory Services, LLC: 42,011 shares

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

  8. period ended2024-09-30
    13F 70,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,055,264.

    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: 32,426 shares
    • Kestra Advisory Services, LLC: 38,076 shares

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