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Kestra Advisory Services, LLC: TOTL position timeline

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

Kestra Advisory Services, LLC held 1,882,184 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,882,184 shares
    Change vs previous 13F -275,053 shares

    0.21% of the 13F portfolio, value $74,289,769.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 193,349 shares
    • Kestra Investment Management, LLC: 1,688,835 shares

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

  2. period ended2026-03-31
    13F 2,157,237 shares
    Change vs previous 13F +312,390 shares

    0.27% of the 13F portfolio, value $85,707,005.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 175,883 shares
    • Kestra Investment Management, LLC: 1,981,354 shares

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

  3. period ended2025-12-31
    13F 1,844,847 shares
    Change vs previous 13F +40,175 shares

    0.26% of the 13F portfolio, value $74,255,096.

    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: 296,234 shares
    • Kestra Investment Management, LLC: 1,548,613 shares

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

  4. period ended2025-09-30
    13F 1,804,672 shares
    Change vs previous 13F -167,607 shares

    0.29% of the 13F portfolio, value $73,215,562.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 277,472 shares
    • Kestra Investment Management, LLC: 1,527,200 shares

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

  5. period ended2025-06-30
    13F/A 1,972,279 shares
    Change vs previous 13F -998,479 shares

    0.26% of the 13F portfolio, value $79,108,123.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,211 shares
    • Kestra Advisory Services, LLC: 470,400 shares
    • Kestra Investment Management, LLC: 1,471,668 shares

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

  6. period ended2025-03-31
    13F/A 2,970,758 shares
    Change vs previous 13F +1,188,932 shares

    0.4% of the 13F portfolio, value $119,691,841.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,985 shares
    • Kestra Advisory Services, LLC: 460,062 shares
    • Kestra Investment Management, LLC: 2,475,711 shares

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

  7. period ended2024-12-31
    13F 1,781,826 shares
    Change vs previous 13F +107,232 shares

    0.26% of the 13F portfolio, value $70,186,103.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,463 shares
    • Kestra Advisory Services, LLC: 437,491 shares
    • Kestra Investment Management, LLC: 1,288,872 shares

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

  8. period ended2024-09-30
    13F 1,674,594 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $69,328,203.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,515 shares
    • Kestra Advisory Services, LLC: 340,002 shares
    • Kestra Investment Management, LLC: 1,269,077 shares

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