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Kestra Advisory Services, LLC: VB position timeline

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

Kestra Advisory Services, LLC held 476,578 VB 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 476,578 shares
    Change vs previous 13F +129,409 shares

    0.32% of the 13F portfolio, value $144,460,274.

    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: 63,255 shares
    • Kestra Advisory Services, LLC: 410,869 shares
    • Kestra Investment Management, LLC: 2,454 shares

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

  2. period ended2026-03-31
    13F 347,169 shares
    Change vs previous 13F +70,515 shares

    0.23% of the 13F portfolio, value $90,930,634.

    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: 64,185 shares
    • Kestra Advisory Services, LLC: 279,931 shares
    • Kestra Investment Management, LLC: 3,053 shares

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

  3. period ended2025-12-31
    13F 276,654 shares
    Change vs previous 13F +7,035 shares

    0.2% of the 13F portfolio, value $71,362,719.

    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: 64,584 shares
    • Kestra Advisory Services, LLC: 210,019 shares
    • Kestra Investment Management, LLC: 2,051 shares

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

  4. period ended2025-09-30
    13F 269,619 shares
    Change vs previous 13F -3,641 shares

    0.21% of the 13F portfolio, value $68,558,788.

    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: 65,696 shares
    • Kestra Advisory Services, LLC: 201,881 shares
    • Kestra Investment Management, LLC: 2,042 shares

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

  5. period ended2025-06-30
    13F/A 273,260 shares
    Change vs previous 13F +17,013 shares

    0.21% of the 13F portfolio, value $64,757,219.

    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: 65,563 shares
    • Kestra Advisory Services, LLC: 206,386 shares
    • Kestra Investment Management, LLC: 1,311 shares

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

  6. period ended2025-03-31
    13F/A 256,247 shares
    Change vs previous 13F -22,096 shares

    0.19% of the 13F portfolio, value $56,822,773.

    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: 54,069 shares
    • Kestra Advisory Services, LLC: 200,965 shares
    • Kestra Investment Management, LLC: 1,213 shares

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

  7. period ended2024-12-31
    13F 278,343 shares
    Change vs previous 13F -99,404 shares

    0.25% of the 13F portfolio, value $66,880,119.

    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: 49,849 shares
    • Kestra Advisory Services, LLC: 227,519 shares
    • Kestra Investment Management, LLC: 975 shares

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

  8. period ended2024-09-30
    13F 377,747 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $89,605,383.

    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: 43,336 shares
    • Kestra Advisory Services, LLC: 334,411 shares

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