Kestra Advisory Services, LLC: TWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on TWO, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 TWO shares at 2026-03-31 per its 13F-HR filed 2026-04-20.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -23,001 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.
- period ended2025-12-3113F 23,001 sharesChange vs previous 13F +7,978 shares
<0.01% of the 13F portfolio, value $241,511.
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: 13,972 shares
- Kestra Advisory Services, LLC: 9,029 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,023 sharesChange vs previous 13F -39,863 shares
<0.01% of the 13F portfolio, value $148,275.
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: 15,023 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54,886 sharesChange vs previous 13F +3,531 shares
<0.01% of the 13F portfolio, value $591,126.
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: 15,071 shares
- Kestra Advisory Services, LLC: 39,815 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,355 sharesChange vs previous 13F -2,137 shares
<0.01% of the 13F portfolio, value $686,103.
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: 13,953 shares
- Kestra Advisory Services, LLC: 37,402 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,492 sharesChange vs previous 13F +39,371 shares
<0.01% of the 13F portfolio, value $632,810.
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: 15,998 shares
- Kestra Advisory Services, LLC: 37,494 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,121 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $195,999.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,121 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).