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Kestra Advisory Services, LLC: VALE position timeline

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

Kestra Advisory Services, LLC held 74,168 VALE 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 74,168 shares
    Change vs previous 13F +1,160 shares

    <0.01% of the 13F portfolio, value $1,115,486.

    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: 18,173 shares
    • Kestra Advisory Services, LLC: 55,995 shares

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

  2. period ended2026-03-31
    13F 73,008 shares
    Change vs previous 13F -107,819 shares

    <0.01% of the 13F portfolio, value $1,161,569.

    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: 17,223 shares
    • Kestra Advisory Services, LLC: 55,785 shares

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

  3. period ended2025-12-31
    13F 180,827 shares
    Change vs previous 13F +11,492 shares

    0.01% of the 13F portfolio, value $2,356,169.

    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: 15,760 shares
    • Kestra Advisory Services, LLC: 165,067 shares

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

  4. period ended2025-09-30
    13F 169,335 shares
    Change vs previous 13F +102,464 shares

    0.01% of the 13F portfolio, value $1,838,972.

    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: 15,756 shares
    • Kestra Advisory Services, LLC: 153,579 shares

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

  5. period ended2025-06-30
    13F 66,871 shares
    Change vs previous 13F -25,722 shares

    <0.01% of the 13F portfolio, value $649,321.

    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: 19,164 shares
    • Kestra Advisory Services, LLC: 47,707 shares

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

  6. period ended2025-03-31
    13F/A 92,593 shares
    Change vs previous 13F +19,378 shares

    <0.01% of the 13F portfolio, value $924,078.

    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: 39,902 shares
    • Kestra Advisory Services, LLC: 52,691 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 73,215 shares
    Change vs previous 13F +2,574 shares

    <0.01% of the 13F portfolio, value $649,417.

    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: 16,789 shares
    • Kestra Advisory Services, LLC: 56,045 shares
    • Kestra Investment Management, LLC: 381 shares

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

  8. period ended2024-09-30
    13F 70,641 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $825,083.

    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: 18,262 shares
    • Kestra Advisory Services, LLC: 52,379 shares

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