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Kestra Advisory Services, LLC: TIP position timeline

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

Kestra Advisory Services, LLC held 74,354 TIP 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 74,354 shares
    Change vs previous 13F -7,267 shares

    0.02% of the 13F portfolio, value $8,136,586.

    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: 17,029 shares
    • Kestra Advisory Services, LLC: 57,325 shares

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

  2. period ended2026-03-31
    13F 81,621 shares
    Change vs previous 13F +11,196 shares

    0.03% of the 13F portfolio, value $9,007,645.

    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: 10,572 shares
    • Kestra Advisory Services, LLC: 71,049 shares

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

  3. period ended2025-12-31
    13F 70,425 shares
    Change vs previous 13F +7,113 shares

    0.02% of the 13F portfolio, value $7,740,440.

    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: 10,068 shares
    • Kestra Advisory Services, LLC: 60,357 shares

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

  4. period ended2025-09-30
    13F 63,312 shares
    Change vs previous 13F -11,977 shares

    0.02% of the 13F portfolio, value $7,041,472.

    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: 10,413 shares
    • Kestra Advisory Services, LLC: 52,899 shares

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

  5. period ended2025-06-30
    13F 75,289 shares
    Change vs previous 13F -4,979 shares

    0.03% of the 13F portfolio, value $8,284,760.

    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: 10,630 shares
    • Kestra Advisory Services, LLC: 64,659 shares

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

  6. period ended2025-03-31
    13F/A 80,268 shares
    Change vs previous 13F -5,406 shares

    0.03% of the 13F portfolio, value $8,916,972.

    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: 10,513 shares
    • Kestra Advisory Services, LLC: 69,755 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 85,674 shares
    Change vs previous 13F +3,957 shares

    0.03% of the 13F portfolio, value $9,128,544.

    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: 8,944 shares
    • Kestra Advisory Services, LLC: 76,307 shares
    • Kestra Investment Management, LLC: 423 shares

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

  8. period ended2024-09-30
    13F 81,717 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,027,244.

    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: 8,447 shares
    • Kestra Advisory Services, LLC: 73,270 shares

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