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Kestra Advisory Services, LLC: TOST position timeline

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

Kestra Advisory Services, LLC held 70,412 TOST 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 70,412 shares
    Change vs previous 13F +2,353 shares

    <0.01% of the 13F portfolio, value $1,958,861.

    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: 46,392 shares
    • Kestra Advisory Services, LLC: 24,020 shares

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

  2. period ended2026-03-31
    13F 68,059 shares
    Change vs previous 13F +4,626 shares

    0.01% of the 13F portfolio, value $1,804,244.

    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: 43,963 shares
    • Kestra Advisory Services, LLC: 24,096 shares

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

  3. period ended2025-12-31
    13F 63,433 shares
    Change vs previous 13F -9,511 shares

    0.01% of the 13F portfolio, value $2,252,506.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,177 shares
    • Kestra Advisory Services, LLC: 20,256 shares

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

  4. period ended2025-09-30
    13F 72,944 shares
    Change vs previous 13F +2,400 shares

    0.01% of the 13F portfolio, value $2,663,167.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,530 shares
    • Kestra Advisory Services, LLC: 21,414 shares

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

  5. period ended2025-06-30
    13F 70,544 shares
    Change vs previous 13F +22,725 shares

    0.01% of the 13F portfolio, value $3,124,393.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,981 shares
    • Kestra Advisory Services, LLC: 19,563 shares

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

  6. period ended2025-03-31
    13F/A 47,819 shares
    Change vs previous 13F +1,065 shares

    0.01% of the 13F portfolio, value $1,586,156.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,781 shares
    • Kestra Advisory Services, LLC: 7,038 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 46,754 shares
    Change vs previous 13F +33,605 shares

    0.01% of the 13F portfolio, value $1,704,183.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,304 shares
    • Kestra Advisory Services, LLC: 11,354 shares
    • Kestra Investment Management, LLC: 96 shares

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

  8. period ended2024-09-30
    13F 13,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,248.

    13F-HR 0001830819-24-000009 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).