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Kestra Advisory Services, LLC: TROW position timeline

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

Kestra Advisory Services, LLC held 70,090 TROW 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 70,090 shares
    Change vs previous 13F +491 shares

    0.02% of the 13F portfolio, value $7,968,562.

    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: 3,704 shares
    • Kestra Advisory Services, LLC: 42,629 shares
    • Kestra Investment Management, LLC: 23,757 shares

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

  2. period ended2026-03-31
    13F 69,599 shares
    Change vs previous 13F +7,374 shares

    0.02% of the 13F portfolio, value $6,273,661.

    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: 3,904 shares
    • Kestra Advisory Services, LLC: 46,786 shares
    • Kestra Investment Management, LLC: 18,909 shares

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

  3. period ended2025-12-31
    13F 62,225 shares
    Change vs previous 13F -658 shares

    0.02% of the 13F portfolio, value $6,370,645.

    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: 4,210 shares
    • Kestra Advisory Services, LLC: 42,338 shares
    • Kestra Investment Management, LLC: 15,677 shares

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

  4. period ended2025-09-30
    13F 62,883 shares
    Change vs previous 13F +12,470 shares

    0.02% of the 13F portfolio, value $6,454,370.

    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: 4,382 shares
    • Kestra Advisory Services, LLC: 43,904 shares
    • Kestra Investment Management, LLC: 14,597 shares

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

  5. period ended2025-06-30
    13F/A 50,413 shares
    Change vs previous 13F -51,831 shares

    0.02% of the 13F portfolio, value $4,864,851.

    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: 4,831 shares
    • Kestra Advisory Services, LLC: 31,514 shares
    • Kestra Investment Management, LLC: 14,068 shares

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

  6. period ended2025-03-31
    13F/A 102,244 shares
    Change vs previous 13F +24,258 shares

    0.03% of the 13F portfolio, value $9,393,157.

    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: 4,771 shares
    • Kestra Advisory Services, LLC: 62,071 shares
    • Kestra Investment Management, LLC: 35,402 shares

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

  7. period ended2024-12-31
    13F 77,986 shares
    Change vs previous 13F -1,498 shares

    0.03% of the 13F portfolio, value $8,819,437.

    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: 4,730 shares
    • Kestra Advisory Services, LLC: 63,647 shares
    • Kestra Investment Management, LLC: 9,609 shares

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

  8. period ended2024-09-30
    13F 79,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,658,207.

    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: 4,212 shares
    • Kestra Advisory Services, LLC: 69,662 shares
    • Kestra Investment Management, LLC: 5,610 shares

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