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Kestra Advisory Services, LLC: TRU position timeline

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

Kestra Advisory Services, LLC held 0 TRU shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,364 shares

    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: 0 shares
    • Kestra Advisory Services, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,364 shares
    Change vs previous 13F -640 shares

    <0.01% of the 13F portfolio, value $974,427.

    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: 3,542 shares
    • Kestra Advisory Services, LLC: 7,822 shares

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

  3. period ended2025-09-30
    13F 12,004 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $1,005,648.

    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: 4,553 shares
    • Kestra Advisory Services, LLC: 7,451 shares

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

  4. period ended2025-06-30
    13F 12,388 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $1,090,153.

    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: 4,659 shares
    • Kestra Advisory Services, LLC: 7,729 shares

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

  5. period ended2025-03-31
    13F/A 12,219 shares
    Change vs previous 13F -2,740 shares

    <0.01% of the 13F portfolio, value $1,014,055.

    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: 4,439 shares
    • Kestra Advisory Services, LLC: 7,780 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2024-12-31
    13F 14,959 shares
    Change vs previous 13F +678 shares

    0.01% of the 13F portfolio, value $1,386,848.

    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: 6,819 shares
    • Kestra Advisory Services, LLC: 7,586 shares
    • Kestra Investment Management, LLC: 554 shares

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

  7. period ended2024-09-30
    13F 14,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,495,250.

    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: 6,162 shares
    • Kestra Advisory Services, LLC: 8,119 shares

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