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Kestra Advisory Services, LLC: VBR position timeline

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

Kestra Advisory Services, LLC held 237,899 VBR 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 237,899 shares
    Change vs previous 13F -1,497 shares

    0.14% of the 13F portfolio, value $57,806,983.

    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: 45,025 shares
    • Kestra Advisory Services, LLC: 192,874 shares

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

  2. period ended2026-03-31
    13F 239,396 shares
    Change vs previous 13F +13,407 shares

    0.15% of the 13F portfolio, value $52,008,916.

    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: 45,832 shares
    • Kestra Advisory Services, LLC: 193,564 shares

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

  3. period ended2025-12-31
    13F 225,989 shares
    Change vs previous 13F +35,817 shares

    0.15% of the 13F portfolio, value $47,862,160.

    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: 48,354 shares
    • Kestra Advisory Services, LLC: 177,635 shares

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

  4. period ended2025-09-30
    13F 190,172 shares
    Change vs previous 13F +22,672 shares

    0.13% of the 13F portfolio, value $39,690,709.

    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: 47,365 shares
    • Kestra Advisory Services, LLC: 142,807 shares

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

  5. period ended2025-06-30
    13F/A 167,500 shares
    Change vs previous 13F +7,085 shares

    0.12% of the 13F portfolio, value $32,664,101.

    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: 46,952 shares
    • Kestra Advisory Services, LLC: 120,548 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 160,415 shares
    Change vs previous 13F -105,794 shares

    0.1% of the 13F portfolio, value $29,883,711.

    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: 47,695 shares
    • Kestra Advisory Services, LLC: 111,432 shares
    • Kestra Investment Management, LLC: 1,288 shares

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

  7. period ended2024-12-31
    13F 266,209 shares
    Change vs previous 13F +32,185 shares

    0.2% of the 13F portfolio, value $52,757,383.

    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: 43,442 shares
    • Kestra Advisory Services, LLC: 107,360 shares
    • Kestra Investment Management, LLC: 115,407 shares

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

  8. period ended2024-09-30
    13F 234,024 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $46,987,280.

    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: 37,506 shares
    • Kestra Advisory Services, LLC: 110,857 shares
    • Kestra Investment Management, LLC: 85,661 shares

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