Kestra Advisory Services, LLC: THC position timeline

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

Kestra Advisory Services, LLC held 32,437 THC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 32,437 shares
Change vs previous 13F +8,560 shares
0.02% of the 13F portfolio, value $6,068,314.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Kestra Advisory Services, LLC: 6,071 shares
- Kestra Investment Management, LLC: 26,366 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 23,877 shares
Change vs previous 13F +5,613 shares
0.01% of the 13F portfolio, value $4,505,923.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Kestra Advisory Services, LLC: 1,929 shares
- Kestra Investment Management, LLC: 21,948 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 18,264 shares
Change vs previous 13F +1,573 shares
0.01% of the 13F portfolio, value $3,629,422.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 2,365 shares
- Kestra Investment Management, LLC: 15,899 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 16,691 shares
Change vs previous 13F +3,280 shares
0.01% of the 13F portfolio, value $3,388,941.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 993 shares
- Kestra Advisory Services, LLC: 1,390 shares
- Kestra Investment Management, LLC: 14,308 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 13,411 shares
Change vs previous 13F +11,358 shares
0.01% of the 13F portfolio, value $2,360,336.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 1,470 shares
- Kestra Investment Management, LLC: 11,941 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 2,053 shares
Change vs previous 13F -1,079 shares
<0.01% of the 13F portfolio, value $276,129.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,053 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,132 shares
Change vs previous 13F +508 shares
<0.01% of the 13F portfolio, value $395,352.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,656 shares
- Kestra Investment Management, LLC: 476 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,624 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $436,109.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,624 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).