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Kestra Advisory Services, LLC: TER position timeline

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

Kestra Advisory Services, LLC held 9,939 TER 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 9,939 shares
    Change vs previous 13F -1,215 shares

    0.01% of the 13F portfolio, value $4,808,888.

    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: 4,383 shares
    • Kestra Advisory Services, LLC: 4,344 shares
    • Kestra Investment Management, LLC: 1,212 shares

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

  2. period ended2026-03-31
    13F 11,154 shares
    Change vs previous 13F +476 shares

    0.01% of the 13F portfolio, value $3,306,646.

    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: 4,734 shares
    • Kestra Advisory Services, LLC: 5,444 shares
    • Kestra Investment Management, LLC: 976 shares

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

  3. period ended2025-12-31
    13F 10,678 shares
    Change vs previous 13F -629 shares

    0.01% of the 13F portfolio, value $2,066,958.

    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: 6,332 shares
    • Kestra Advisory Services, LLC: 4,346 shares

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

  4. period ended2025-09-30
    13F 11,307 shares
    Change vs previous 13F +1,105 shares

    0.01% of the 13F portfolio, value $1,556,407.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,111 shares
    • Kestra Advisory Services, LLC: 3,196 shares

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

  5. period ended2025-06-30
    13F 10,202 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $917,377.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,133 shares
    • Kestra Advisory Services, LLC: 4,069 shares

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

  6. period ended2025-03-31
    13F/A 10,607 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $876,138.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,608 shares
    • Kestra Advisory Services, LLC: 3,999 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 10,191 shares
    Change vs previous 13F -4,498 shares

    <0.01% of the 13F portfolio, value $1,283,253.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,717 shares
    • Kestra Advisory Services, LLC: 4,466 shares
    • Kestra Investment Management, LLC: 8 shares

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

  8. period ended2024-09-30
    13F 14,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,967,291.

    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: 5,348 shares
    • Kestra Advisory Services, LLC: 9,341 shares

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