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Kestra Advisory Services, LLC: TBIL position timeline

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

Kestra Advisory Services, LLC held 453,275 TBIL 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 453,275 shares
    Change vs previous 13F -60,667 shares

    0.06% of the 13F portfolio, value $22,600,315.

    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: 54,187 shares
    • Kestra Advisory Services, LLC: 399,088 shares

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

  2. period ended2026-03-31
    13F 513,942 shares
    Change vs previous 13F +27,584 shares

    0.07% of the 13F portfolio, value $25,625,110.

    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: 103,921 shares
    • Kestra Advisory Services, LLC: 410,021 shares

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

  3. period ended2025-12-31
    13F 486,358 shares
    Change vs previous 13F -22,771 shares

    0.08% of the 13F portfolio, value $24,259,539.

    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: 269,250 shares
    • Kestra Advisory Services, LLC: 217,108 shares

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

  4. period ended2025-09-30
    13F 509,129 shares
    Change vs previous 13F -85,896 shares

    0.09% of the 13F portfolio, value $25,456,483.

    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: 277,723 shares
    • Kestra Advisory Services, LLC: 231,406 shares

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

  5. period ended2025-06-30
    13F 595,025 shares
    Change vs previous 13F +109,836 shares

    0.11% of the 13F portfolio, value $29,748,281.

    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: 231,062 shares
    • Kestra Advisory Services, LLC: 363,963 shares

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

  6. period ended2025-03-31
    13F 485,189 shares
    Change vs previous 13F +134,681 shares

    0.09% of the 13F portfolio, value $24,264,302.

    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: 197,135 shares
    • Kestra Advisory Services, LLC: 288,054 shares

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

  7. period ended2024-12-31
    13F 350,508 shares
    Change vs previous 13F +194,165 shares

    0.1% of the 13F portfolio, value $17,476,329.

    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 156,343 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,823,407.

    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: 0 shares
    • Kestra Advisory Services, LLC: 156,343 shares

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