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Kestra Advisory Services, LLC: TCAL position timeline

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

Kestra Advisory Services, LLC held 24,921 TCAL 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 24,921 shares
    Change vs previous 13F -4,068 shares

    <0.01% of the 13F portfolio, value $553,249.

    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: 10,937 shares
    • Kestra Advisory Services, LLC: 13,984 shares

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

  2. period ended2026-03-31
    13F 28,989 shares
    Change vs previous 13F +1,624 shares

    <0.01% of the 13F portfolio, value $647,888.

    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: 10,367 shares
    • Kestra Advisory Services, LLC: 18,622 shares

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

  3. period ended2025-12-31
    13F 27,365 shares
    Change vs previous 13F +5,803 shares

    <0.01% of the 13F portfolio, value $645,004.

    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 21,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $525,892.

    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).