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Kestra Advisory Services, LLC: TCAF position timeline

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

Kestra Advisory Services, LLC held 517,032 TCAF 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 517,032 shares
    Change vs previous 13F +5,978 shares

    0.05% of the 13F portfolio, value $21,250,043.

    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: 91,127 shares
    • Kestra Advisory Services, LLC: 425,905 shares

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

  2. period ended2026-03-31
    13F 511,054 shares
    Change vs previous 13F -282,372 shares

    0.05% of the 13F portfolio, value $18,188,427.

    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: 90,637 shares
    • Kestra Advisory Services, LLC: 420,417 shares

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

  3. period ended2025-12-31
    13F 793,426 shares
    Change vs previous 13F +23,953 shares

    0.09% of the 13F portfolio, value $30,324,751.

    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: 87,414 shares
    • Kestra Advisory Services, LLC: 706,012 shares

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

  4. period ended2025-09-30
    13F 769,473 shares
    Change vs previous 13F +285,669 shares

    0.1% of the 13F portfolio, value $29,009,144.

    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: 87,424 shares
    • Kestra Advisory Services, LLC: 682,049 shares

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

  5. period ended2025-06-30
    13F 483,804 shares
    Change vs previous 13F +233,972 shares

    0.06% of the 13F portfolio, value $17,068,597.

    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: 16,147 shares
    • Kestra Advisory Services, LLC: 467,657 shares

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

  6. period ended2025-03-31
    13F 249,832 shares
    Change vs previous 13F +195,426 shares

    0.04% of the 13F portfolio, value $8,064,577.

    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 54,406 shares
    Change vs previous 13F +32,729 shares

    0.01% of the 13F portfolio, value $1,810,088.

    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 21,677 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $720,758.

    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).