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Kestra Advisory Services, LLC: TLT position timeline

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

Kestra Advisory Services, LLC held 541,354 TLT 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 541,354 shares
    Change vs previous 13F -136,995 shares

    0.12% of the 13F portfolio, value $46,783,769.

    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: 270,812 shares
    • Kestra Advisory Services, LLC: 270,542 shares

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

  2. period ended2026-03-31
    13F 678,349 shares
    Change vs previous 13F -28,289 shares

    0.17% of the 13F portfolio, value $58,806,081.

    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: 286,188 shares
    • Kestra Advisory Services, LLC: 392,161 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 706,638 shares
    Change vs previous 13F +43,249 shares

    0.17% of the 13F portfolio, value $61,590,612.

    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: 288,894 shares
    • Kestra Advisory Services, LLC: 413,086 shares
    • Kestra Investment Management, LLC: 4,658 shares

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

  4. period ended2025-09-30
    13F 663,389 shares
    Change vs previous 13F +78,123 shares

    0.18% of the 13F portfolio, value $59,287,044.

    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: 250,852 shares
    • Kestra Advisory Services, LLC: 407,979 shares
    • Kestra Investment Management, LLC: 4,558 shares

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

  5. period ended2025-06-30
    13F/A 585,266 shares
    Change vs previous 13F -13,277 shares

    0.17% of the 13F portfolio, value $51,649,735.

    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: 220,884 shares
    • Kestra Advisory Services, LLC: 360,107 shares
    • Kestra Investment Management, LLC: 4,275 shares

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

  6. period ended2025-03-31
    13F/A 598,543 shares
    Change vs previous 13F -66,561 shares

    0.18% of the 13F portfolio, value $54,485,369.

    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: 195,293 shares
    • Kestra Advisory Services, LLC: 398,776 shares
    • Kestra Investment Management, LLC: 4,474 shares

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

  7. period ended2024-12-31
    13F 665,104 shares
    Change vs previous 13F +56,214 shares

    0.22% of the 13F portfolio, value $58,083,574.

    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: 225,489 shares
    • Kestra Advisory Services, LLC: 436,498 shares
    • Kestra Investment Management, LLC: 3,117 shares

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

  8. period ended2024-09-30
    13F 608,890 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $59,732,125.

    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: 289,172 shares
    • Kestra Advisory Services, LLC: 317,003 shares
    • Kestra Investment Management, LLC: 2,715 shares

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