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Kestra Advisory Services, LLC: TEAM position timeline

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

Kestra Advisory Services, LLC held 26,428 TEAM 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 26,428 shares
    Change vs previous 13F +15,550 shares

    0.01% of the 13F portfolio, value $2,055,836.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,685 shares
    • Kestra Advisory Services, LLC: 6,743 shares

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

  2. period ended2026-03-31
    13F 10,878 shares
    Change vs previous 13F -3,074 shares

    <0.01% of the 13F portfolio, value $742,425.

    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: 3,601 shares
    • Kestra Advisory Services, LLC: 7,277 shares

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

  3. period ended2025-12-31
    13F 13,952 shares
    Change vs previous 13F +1,240 shares

    0.01% of the 13F portfolio, value $2,262,135.

    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: 3,967 shares
    • Kestra Advisory Services, LLC: 9,985 shares

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

  4. period ended2025-09-30
    13F 12,712 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $2,030,065.

    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: 4,923 shares
    • Kestra Advisory Services, LLC: 7,789 shares

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

  5. period ended2025-06-30
    13F/A 13,235 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $2,687,897.

    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: 5,617 shares
    • Kestra Advisory Services, LLC: 7,618 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 13,614 shares
    Change vs previous 13F +800 shares

    0.01% of the 13F portfolio, value $2,889,027.

    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: 6,099 shares
    • Kestra Advisory Services, LLC: 7,511 shares
    • Kestra Investment Management, LLC: 4 shares

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

  7. period ended2024-12-31
    13F 12,814 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $3,118,671.

    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: 4,759 shares
    • Kestra Advisory Services, LLC: 7,823 shares
    • Kestra Investment Management, LLC: 232 shares

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

  8. period ended2024-09-30
    13F 12,811 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,034,515.

    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: 4,776 shares
    • Kestra Advisory Services, LLC: 8,035 shares

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