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Kestra Advisory Services, LLC: TOPT position timeline

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

Kestra Advisory Services, LLC held 86,206 TOPT 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 86,206 shares
    Change vs previous 13F +31,062 shares

    0.01% of the 13F portfolio, value $2,837,887.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 61,154 shares
    • Kestra Investment Management, LLC: 25,052 shares

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

  2. period ended2026-03-31
    13F 55,144 shares
    Change vs previous 13F -84,157 shares

    0.01% of the 13F portfolio, value $1,578,218.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 55,144 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 139,301 shares
    Change vs previous 13F +10,982 shares

    0.02% of the 13F portfolio, value $4,350,371.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 55,209 shares
    • Kestra Investment Management, LLC: 84,092 shares

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

  4. period ended2025-09-30
    13F 128,319 shares
    Change vs previous 13F +91,948 shares

    0.02% of the 13F portfolio, value $3,908,611.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 43,733 shares
    • Kestra Investment Management, LLC: 84,586 shares

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

  5. period ended2025-06-30
    13F 36,371 shares
    Change vs previous 13F +2,084 shares

    <0.01% of the 13F portfolio, value $992,565.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,287 shares
    Change vs previous 13F -1,801 shares

    <0.01% of the 13F portfolio, value $816,716.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,088 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $940,453.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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