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Kestra Advisory Services, LLC: TXN position timeline

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

Kestra Advisory Services, LLC held 222,307 TXN 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 222,307 shares
    Change vs previous 13F +8,622 shares

    0.15% of the 13F portfolio, value $66,263,026.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,706 shares
    • Kestra Advisory Services, LLC: 156,064 shares
    • Kestra Investment Management, LLC: 4,537 shares

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

  2. period ended2026-03-31
    13F 213,685 shares
    Change vs previous 13F +22,658 shares

    0.1% of the 13F portfolio, value $41,484,833.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,339 shares
    • Kestra Advisory Services, LLC: 147,461 shares
    • Kestra Investment Management, LLC: 3,885 shares

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

  3. period ended2025-12-31
    13F 191,027 shares
    Change vs previous 13F +333 shares

    0.09% of the 13F portfolio, value $33,141,217.

    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: 58,152 shares
    • Kestra Advisory Services, LLC: 131,160 shares
    • Kestra Investment Management, LLC: 1,715 shares

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

  4. period ended2025-09-30
    13F 190,694 shares
    Change vs previous 13F +29,988 shares

    0.11% of the 13F portfolio, value $35,036,102.

    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: 60,559 shares
    • Kestra Advisory Services, LLC: 128,150 shares
    • Kestra Investment Management, LLC: 1,985 shares

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

  5. period ended2025-06-30
    13F/A 160,706 shares
    Change vs previous 13F -18,625 shares

    0.11% of the 13F portfolio, value $33,365,825.

    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: 64,064 shares
    • Kestra Advisory Services, LLC: 92,826 shares
    • Kestra Investment Management, LLC: 3,816 shares

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

  6. period ended2025-03-31
    13F/A 179,331 shares
    Change vs previous 13F -2,766 shares

    0.11% of the 13F portfolio, value $32,225,781.

    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: 63,786 shares
    • Kestra Advisory Services, LLC: 112,551 shares
    • Kestra Investment Management, LLC: 2,994 shares

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

  7. period ended2024-12-31
    13F 182,097 shares
    Change vs previous 13F -12,801 shares

    0.13% of the 13F portfolio, value $34,145,009.

    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: 57,519 shares
    • Kestra Advisory Services, LLC: 121,324 shares
    • Kestra Investment Management, LLC: 3,254 shares

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

  8. period ended2024-09-30
    13F 194,898 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $40,260,003.

    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: 55,992 shares
    • Kestra Advisory Services, LLC: 135,666 shares
    • Kestra Investment Management, LLC: 3,240 shares

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