Skip to content
Disclosery

Kestra Advisory Services, LLC: TRP position timeline

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

Kestra Advisory Services, LLC held 40,711 TRP 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 40,711 shares
    Change vs previous 13F +1,358 shares

    0.01% of the 13F portfolio, value $2,698,708.

    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: 22,900 shares
    • Kestra Advisory Services, LLC: 17,811 shares

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

  2. period ended2026-03-31
    13F 39,353 shares
    Change vs previous 13F +4,554 shares

    0.01% of the 13F portfolio, value $2,463,490.

    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: 22,379 shares
    • Kestra Advisory Services, LLC: 16,974 shares

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

  3. period ended2025-12-31
    13F 34,799 shares
    Change vs previous 13F +4,098 shares

    0.01% of the 13F portfolio, value $1,914,300.

    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: 15,953 shares
    • Kestra Advisory Services, LLC: 18,846 shares

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

  4. period ended2025-09-30
    13F 30,701 shares
    Change vs previous 13F -3,260 shares

    0.01% of the 13F portfolio, value $1,670,417.

    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: 15,181 shares
    • Kestra Advisory Services, LLC: 15,520 shares

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

  5. period ended2025-06-30
    13F 33,961 shares
    Change vs previous 13F +10,919 shares

    0.01% of the 13F portfolio, value $1,656,964.

    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: 19,561 shares
    • Kestra Advisory Services, LLC: 14,400 shares

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

  6. period ended2025-03-31
    13F/A 23,042 shares
    Change vs previous 13F +12,145 shares

    <0.01% of the 13F portfolio, value $1,087,813.

    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: 14,593 shares
    • Kestra Advisory Services, LLC: 8,449 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 10,897 shares
    Change vs previous 13F +5,144 shares

    <0.01% of the 13F portfolio, value $507,038.

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

    • Kestra Advisory Services, LLC: 10,708 shares
    • Kestra Investment Management, LLC: 189 shares

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

  8. period ended2024-09-30
    13F 5,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,532.

    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).