Skip to content
Disclosery

Kestra Advisory Services, LLC: TBUX position timeline

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

Kestra Advisory Services, LLC held 193,402 TBUX 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 193,402 shares
    Change vs previous 13F +152,028 shares

    0.02% of the 13F portfolio, value $9,625,598.

    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: 14,564 shares
    • Kestra Advisory Services, LLC: 178,838 shares

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

  2. period ended2026-03-31
    13F 41,374 shares
    Change vs previous 13F -2,735 shares

    0.01% of the 13F portfolio, value $2,058,329.

    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: 7,478 shares
    • Kestra Advisory Services, LLC: 33,896 shares

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

  3. period ended2025-12-31
    13F 44,109 shares
    Change vs previous 13F +18,128 shares

    0.01% of the 13F portfolio, value $2,198,844.

    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: 7,726 shares
    • Kestra Advisory Services, LLC: 36,383 shares

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

  4. period ended2025-09-30
    13F 25,981 shares
    Change vs previous 13F +5,669 shares

    <0.01% of the 13F portfolio, value $1,294,907.

    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: 6,141 shares
    • Kestra Advisory Services, LLC: 19,840 shares

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

  5. period ended2025-06-30
    13F 20,312 shares
    Change vs previous 13F +1,610 shares

    <0.01% of the 13F portfolio, value $1,010,333.

    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: 6,073 shares
    • Kestra Advisory Services, LLC: 14,239 shares

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

  6. period ended2025-03-31
    13F 18,702 shares
    Change vs previous 13F +9,519 shares

    <0.01% of the 13F portfolio, value $928,358.

    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: 6,006 shares
    • Kestra Advisory Services, LLC: 12,696 shares

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

  7. period ended2024-12-31
    13F 9,183 shares
    Change vs previous 13F +5,129 shares

    <0.01% of the 13F portfolio, value $455,215.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,019 shares
    • Kestra Advisory Services, LLC: 4,164 shares

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

  8. period ended2024-09-30
    13F 4,054 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,750.

    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).