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Kestra Advisory Services, LLC: VBK position timeline

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

Kestra Advisory Services, LLC held 108,254 VBK 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 108,254 shares
    Change vs previous 13F -1,495 shares

    0.1% of the 13F portfolio, value $39,588,785.

    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: 13,992 shares
    • Kestra Advisory Services, LLC: 94,262 shares

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

  2. period ended2026-03-31
    13F 109,749 shares
    Change vs previous 13F +4,664 shares

    0.1% of the 13F portfolio, value $33,171,735.

    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: 14,324 shares
    • Kestra Advisory Services, LLC: 95,425 shares

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

  3. period ended2025-12-31
    13F 105,085 shares
    Change vs previous 13F +11,062 shares

    0.1% of the 13F portfolio, value $31,747,163.

    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: 14,377 shares
    • Kestra Advisory Services, LLC: 90,708 shares

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

  4. period ended2025-09-30
    13F 94,023 shares
    Change vs previous 13F +12,655 shares

    0.09% of the 13F portfolio, value $27,983,217.

    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: 14,523 shares
    • Kestra Advisory Services, LLC: 79,500 shares

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

  5. period ended2025-06-30
    13F 81,368 shares
    Change vs previous 13F -1,762 shares

    0.08% of the 13F portfolio, value $22,534,119.

    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: 15,011 shares
    • Kestra Advisory Services, LLC: 66,357 shares

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

  6. period ended2025-03-31
    13F/A 83,130 shares
    Change vs previous 13F +20,535 shares

    0.08% of the 13F portfolio, value $20,929,640.

    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: 12,805 shares
    • Kestra Advisory Services, LLC: 70,325 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 62,595 shares
    Change vs previous 13F +2,398 shares

    0.07% of the 13F portfolio, value $17,530,343.

    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: 10,792 shares
    • Kestra Advisory Services, LLC: 51,797 shares
    • Kestra Investment Management, LLC: 6 shares

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

  8. period ended2024-09-30
    13F 60,197 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,094,789.

    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: 10,247 shares
    • Kestra Advisory Services, LLC: 49,950 shares

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