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Kestra Advisory Services, LLC: VAL position timeline

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

Kestra Advisory Services, LLC held 3,529 VAL 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 3,529 shares
    Change vs previous 13F -27,042 shares

    <0.01% of the 13F portfolio, value $256,205.

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

    • Kestra Advisory Services, LLC: 3,529 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 30,571 shares
    Change vs previous 13F -501 shares

    0.01% of the 13F portfolio, value $2,997,181.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,504 shares
    • Kestra Investment Management, LLC: 27,067 shares

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

  3. period ended2025-12-31
    13F 31,072 shares
    Change vs previous 13F -8,680 shares

    0.01% of the 13F portfolio, value $1,566,028.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 5,136 shares
    • Kestra Investment Management, LLC: 25,936 shares

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

  4. period ended2025-09-30
    13F 39,752 shares
    Change vs previous 13F -1,959 shares

    0.01% of the 13F portfolio, value $1,938,681.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,369 shares
    • Kestra Advisory Services, LLC: 4,274 shares
    • Kestra Investment Management, LLC: 30,109 shares

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

  5. period ended2025-06-30
    13F/A 41,711 shares
    Change vs previous 13F +1,043 shares

    0.01% of the 13F portfolio, value $1,756,429.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,194 shares
    • Kestra Advisory Services, LLC: 9,545 shares
    • Kestra Investment Management, LLC: 25,972 shares

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

  6. period ended2025-03-31
    13F/A 40,668 shares
    Change vs previous 13F +22,265 shares

    0.01% of the 13F portfolio, value $1,596,627.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,283 shares
    • Kestra Advisory Services, LLC: 9,591 shares
    • Kestra Investment Management, LLC: 23,794 shares

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

  7. period ended2024-12-31
    13F 18,403 shares
    Change vs previous 13F +8,642 shares

    0.01% of the 13F portfolio, value $814,149.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,719 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 11,684 shares

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

  8. period ended2024-09-30
    13F 9,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $544,176.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,475 shares
    • Kestra Investment Management, LLC: 5,286 shares

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