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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

  1. period ended2026-03-31
    13F 0 shares
    Change 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.

  2. period ended2025-12-31
    13F 23,001 shares
    Change 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).

  3. period ended2025-09-30
    13F 15,023 shares
    Change 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).

  4. period ended2025-06-30
    13F 54,886 shares
    Change 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).

  5. period ended2025-03-31
    13F 51,355 shares
    Change 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).

  6. period ended2024-12-31
    13F 53,492 shares
    Change 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).

  7. period ended2024-09-30
    13F 14,121 shares
    Change 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).