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Kestra Advisory Services, LLC: TDY position timeline

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

Kestra Advisory Services, LLC held 5,246 TDY 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 5,246 shares
    Change vs previous 13F +1,350 shares

    0.01% of the 13F portfolio, value $3,498,621.

    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: 1,844 shares
    • Kestra Advisory Services, LLC: 3,402 shares

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

  2. period ended2026-03-31
    13F 3,896 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $2,357,176.

    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: 478 shares
    • Kestra Advisory Services, LLC: 3,418 shares

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

  3. period ended2025-12-31
    13F 4,254 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $2,172,432.

    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: 414 shares
    • Kestra Advisory Services, LLC: 3,840 shares

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

  4. period ended2025-09-30
    13F 4,358 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $2,553,718.

    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: 399 shares
    • Kestra Advisory Services, LLC: 3,959 shares

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

  5. period ended2025-06-30
    13F 4,528 shares
    Change vs previous 13F -194 shares

    0.01% of the 13F portfolio, value $2,319,885.

    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: 728 shares
    • Kestra Advisory Services, LLC: 3,800 shares

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

  6. period ended2025-03-31
    13F 4,722 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $2,350,187.

    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: 621 shares
    • Kestra Advisory Services, LLC: 4,101 shares

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

  7. period ended2024-12-31
    13F 5,000 shares
    Change vs previous 13F +516 shares

    0.01% of the 13F portfolio, value $2,320,650.

    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: 616 shares
    • Kestra Advisory Services, LLC: 4,384 shares

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

  8. period ended2024-09-30
    13F 4,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,962,652.

    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: 4,484 shares

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