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Kestra Advisory Services, LLC: TRX position timeline

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

Kestra Advisory Services, LLC held 36,504 TRX 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 36,504 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $30,116.

    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: 20,000 shares
    • Kestra Advisory Services, LLC: 16,504 shares

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

  2. period ended2026-03-31
    13F 35,504 shares
    Change vs previous 13F +3,500 shares

    <0.01% of the 13F portfolio, value $53,256.

    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: 20,000 shares
    • Kestra Advisory Services, LLC: 15,504 shares

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

  3. period ended2025-12-31
    13F 32,004 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $29,472.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,000 shares
    • Kestra Advisory Services, LLC: 12,004 shares

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

  4. period ended2025-09-30
    13F 32,004 shares
    Change vs previous 13F +12,004 shares

    <0.01% of the 13F portfolio, value $19,967.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,000 shares
    • Kestra Advisory Services, LLC: 12,004 shares

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

  5. period ended2025-06-30
    13F 20,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,700.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,220.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,140.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,840.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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