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Kestra Advisory Services, LLC: TE position timeline

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

Kestra Advisory Services, LLC held 56,520 TE 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 56,520 shares
    Change vs previous 13F -6,680 shares

    <0.01% of the 13F portfolio, value $535,810.

    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: 23,970 shares
    • Kestra Advisory Services, LLC: 32,550 shares

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

  2. period ended2026-03-31
    13F 63,200 shares
    Change vs previous 13F +19,436 shares

    <0.01% of the 13F portfolio, value $277,448.

    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: 26,200 shares
    • Kestra Advisory Services, LLC: 37,000 shares

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

  3. period ended2025-12-31
    13F 43,764 shares
    Change vs previous 13F +17,564 shares

    <0.01% of the 13F portfolio, value $292,344.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,200 shares
    • Kestra Advisory Services, LLC: 17,564 shares

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

  4. period ended2025-09-30
    13F 26,200 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $57,116.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 23,200 shares
    Change vs previous 13F +9,100 shares

    <0.01% of the 13F portfolio, value $28,536.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,766.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 14,100 shares
    Change vs previous 13F -1,600 shares

    <0.01% of the 13F portfolio, value $36,378.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 15,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,231.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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