Kestra Advisory Services, LLC: VCSH position timeline

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

Kestra Advisory Services, LLC held 785,515 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 785,515 shares
Change vs previous 13F +296,022 shares
0.16% of the 13F portfolio, value $62,079,314.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 317,532 shares
- Kestra Advisory Services, LLC: 467,983 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 489,493 shares
Change vs previous 13F +27,752 shares
0.11% of the 13F portfolio, value $38,802,117.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 310,850 shares
- Kestra Advisory Services, LLC: 178,643 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 461,741 shares
Change vs previous 13F +98,973 shares
0.11% of the 13F portfolio, value $36,814,653.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 311,101 shares
- Kestra Advisory Services, LLC: 150,640 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 362,768 shares
Change vs previous 13F +20,724 shares
0.1% of the 13F portfolio, value $28,996,055.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 309,869 shares
- Kestra Advisory Services, LLC: 52,899 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 342,044 shares
Change vs previous 13F -106,247 shares
0.09% of the 13F portfolio, value $27,192,509.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 295,969 shares
- Kestra Advisory Services, LLC: 45,853 shares
- Kestra Investment Management, LLC: 222 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 448,291 shares
Change vs previous 13F -10,275 shares
0.13% of the 13F portfolio, value $35,388,091.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 408,664 shares
- Kestra Advisory Services, LLC: 39,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 458,566 shares
Change vs previous 13F -134,085 shares
0.15% of the 13F portfolio, value $35,772,734.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 410,553 shares
- Kestra Advisory Services, LLC: 48,013 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 592,651 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $47,068,348.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 449,228 shares
- Kestra Advisory Services, LLC: 143,423 shares
Acceptance time not in the bulk data set (spec §4.2).