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Kestra Advisory Services, LLC: TLH position timeline

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

Kestra Advisory Services, LLC held 88,062 TLH 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 88,062 shares
    Change vs previous 13F +11,152 shares

    0.02% of the 13F portfolio, value $8,837,063.

    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: 53,737 shares
    • Kestra Advisory Services, LLC: 34,325 shares

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

  2. period ended2026-03-31
    13F 76,910 shares
    Change vs previous 13F -24,096 shares

    0.02% of the 13F portfolio, value $7,746,421.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,094 shares
    • Kestra Advisory Services, LLC: 37,816 shares

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

  3. period ended2025-12-31
    13F 101,006 shares
    Change vs previous 13F +10,302 shares

    0.03% of the 13F portfolio, value $10,269,276.

    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: 35,571 shares
    • Kestra Advisory Services, LLC: 65,435 shares

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

  4. period ended2025-09-30
    13F 90,704 shares
    Change vs previous 13F +24,117 shares

    0.03% of the 13F portfolio, value $9,341,565.

    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: 29,732 shares
    • Kestra Advisory Services, LLC: 60,972 shares

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

  5. period ended2025-06-30
    13F 66,587 shares
    Change vs previous 13F +27,266 shares

    0.02% of the 13F portfolio, value $6,765,224.

    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: 8,275 shares
    • Kestra Advisory Services, LLC: 58,312 shares

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

  6. period ended2025-03-31
    13F/A 39,321 shares
    Change vs previous 13F +8,886 shares

    0.02% of the 13F portfolio, value $4,079,554.

    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: 6,506 shares
    • Kestra Advisory Services, LLC: 32,815 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 30,435 shares
    Change vs previous 13F -1,387 shares

    0.01% of the 13F portfolio, value $3,029,487.

    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: 5,034 shares
    • Kestra Advisory Services, LLC: 25,396 shares
    • Kestra Investment Management, LLC: 5 shares

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

  8. period ended2024-09-30
    13F 31,822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,479,062.

    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: 3,914 shares
    • Kestra Advisory Services, LLC: 27,908 shares

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