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Kestra Advisory Services, LLC: V position timeline

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

Kestra Advisory Services, LLC held 502,666 V 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 502,666 shares
    Change vs previous 13F +42,394 shares

    0.38% of the 13F portfolio, value $172,459,237.

    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: 193,900 shares
    • Kestra Advisory Services, LLC: 301,198 shares
    • Kestra Investment Management, LLC: 7,568 shares

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

  2. period ended2026-03-31
    13F 460,272 shares
    Change vs previous 13F +7,549 shares

    0.34% of the 13F portfolio, value $139,112,620.

    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: 198,162 shares
    • Kestra Advisory Services, LLC: 253,995 shares
    • Kestra Investment Management, LLC: 8,115 shares

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

  3. period ended2025-12-31
    13F 452,723 shares
    Change vs previous 13F +27,883 shares

    0.44% of the 13F portfolio, value $158,774,407.

    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: 193,237 shares
    • Kestra Advisory Services, LLC: 250,979 shares
    • Kestra Investment Management, LLC: 8,507 shares

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

  4. period ended2025-09-30
    13F 424,840 shares
    Change vs previous 13F +29,972 shares

    0.44% of the 13F portfolio, value $145,031,995.

    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: 188,796 shares
    • Kestra Advisory Services, LLC: 227,586 shares
    • Kestra Investment Management, LLC: 8,458 shares

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

  5. period ended2025-06-30
    13F/A 394,868 shares
    Change vs previous 13F +7,734 shares

    0.46% of the 13F portfolio, value $140,198,111.

    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: 187,951 shares
    • Kestra Advisory Services, LLC: 199,512 shares
    • Kestra Investment Management, LLC: 7,405 shares

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

  6. period ended2025-03-31
    13F/A 387,134 shares
    Change vs previous 13F +81 shares

    0.45% of the 13F portfolio, value $135,674,982.

    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: 181,370 shares
    • Kestra Advisory Services, LLC: 196,123 shares
    • Kestra Investment Management, LLC: 9,641 shares

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

  7. period ended2024-12-31
    13F 387,053 shares
    Change vs previous 13F -32,996 shares

    0.46% of the 13F portfolio, value $122,324,317.

    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: 175,903 shares
    • Kestra Advisory Services, LLC: 204,441 shares
    • Kestra Investment Management, LLC: 6,709 shares

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

  8. period ended2024-09-30
    13F 420,049 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $115,500,676.

    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: 166,643 shares
    • Kestra Advisory Services, LLC: 246,198 shares
    • Kestra Investment Management, LLC: 7,208 shares

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