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Kestra Advisory Services, LLC: TD position timeline

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

Kestra Advisory Services, LLC held 34,137 TD 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 34,137 shares
    Change vs previous 13F +2,867 shares

    0.01% of the 13F portfolio, value $4,145,354.

    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: 9,498 shares
    • Kestra Advisory Services, LLC: 24,639 shares

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

  2. period ended2026-03-31
    13F 31,270 shares
    Change vs previous 13F +2,576 shares

    0.01% of the 13F portfolio, value $2,917,753.

    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: 9,854 shares
    • Kestra Advisory Services, LLC: 21,416 shares

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

  3. period ended2025-12-31
    13F 28,694 shares
    Change vs previous 13F +1,606 shares

    0.01% of the 13F portfolio, value $2,702,998.

    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: 9,130 shares
    • Kestra Advisory Services, LLC: 19,564 shares

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

  4. period ended2025-09-30
    13F 27,088 shares
    Change vs previous 13F +5,931 shares

    0.01% of the 13F portfolio, value $2,165,692.

    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: 8,572 shares
    • Kestra Advisory Services, LLC: 18,516 shares

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

  5. period ended2025-06-30
    13F 21,157 shares
    Change vs previous 13F +1,063 shares

    0.01% of the 13F portfolio, value $1,553,977.

    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: 8,473 shares
    • Kestra Advisory Services, LLC: 12,684 shares

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

  6. period ended2025-03-31
    13F 20,094 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $1,204,434.

    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: 7,282 shares
    • Kestra Advisory Services, LLC: 12,812 shares

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

  7. period ended2024-12-31
    13F 20,491 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $1,090,941.

    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: 7,773 shares
    • Kestra Advisory Services, LLC: 12,718 shares

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

  8. period ended2024-09-30
    13F 20,367 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,288,388.

    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: 8,405 shares
    • Kestra Advisory Services, LLC: 11,962 shares

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