Kestra Advisory Services, LLC: TPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on TPL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 11,533 TPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 11,533 sharesChange vs previous 13F -9,968 shares
0.01% of the 13F portfolio, value $5,047,367.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,685 shares
- Kestra Advisory Services, LLC: 7,848 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,501 sharesChange vs previous 13F -547 shares
0.03% of the 13F portfolio, value $10,203,773.
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: 2,202 shares
- Kestra Advisory Services, LLC: 19,299 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,048 sharesChange vs previous 13F +16,891 shares
0.03% of the 13F portfolio, value $6,332,557.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,157 sharesChange vs previous 13F +34 shares
0.02% of the 13F portfolio, value $4,814,908.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,157 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 5,123 sharesChange vs previous 13F +826 shares
0.02% of the 13F portfolio, value $5,412,101.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,058 shares
- Kestra Investment Management, LLC: 65 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,297 sharesChange vs previous 13F +405 shares
0.02% of the 13F portfolio, value $5,693,483.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 4,205 shares
- Kestra Investment Management, LLC: 92 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,892 sharesChange vs previous 13F +138 shares
0.02% of the 13F portfolio, value $4,304,396.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,754 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $3,321,172.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).