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Kestra Advisory Services, LLC: VG position timeline

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

Kestra Advisory Services, LLC held 225,477 VG 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 225,477 shares
    Change vs previous 13F +162,993 shares

    0.01% of the 13F portfolio, value $2,509,555.

    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: 12,485 shares
    • Kestra Advisory Services, LLC: 212,992 shares

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

  2. period ended2026-03-31
    13F 62,484 shares
    Change vs previous 13F +20,814 shares

    <0.01% of the 13F portfolio, value $984,754.

    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: 12,429 shares
    • Kestra Advisory Services, LLC: 50,055 shares

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

  3. period ended2025-12-31
    13F 41,670 shares
    Change vs previous 13F +20,729 shares

    <0.01% of the 13F portfolio, value $284,190.

    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: 11,425 shares
    • Kestra Advisory Services, LLC: 30,245 shares

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

  4. period ended2025-09-30
    13F 20,941 shares
    Change vs previous 13F +748 shares

    <0.01% of the 13F portfolio, value $297,147.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,605.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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