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Kestra Advisory Services, LLC: VGI position timeline

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

Kestra Advisory Services, LLC held 50,832 VGI 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 50,832 shares
    Change vs previous 13F -5,090 shares

    <0.01% of the 13F portfolio, value $381,243.

    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: 12,225 shares
    • Kestra Advisory Services, LLC: 38,607 shares

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

  2. period ended2026-03-31
    13F 55,922 shares
    Change vs previous 13F +6,764 shares

    <0.01% of the 13F portfolio, value $412,706.

    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: 15,345 shares
    • Kestra Advisory Services, LLC: 40,577 shares

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

  3. period ended2025-12-31
    13F 49,158 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $385,401.

    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: 16,635 shares
    • Kestra Advisory Services, LLC: 32,523 shares

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

  4. period ended2025-09-30
    13F 49,078 shares
    Change vs previous 13F -3,932 shares

    <0.01% of the 13F portfolio, value $389,848.

    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: 16,635 shares
    • Kestra Advisory Services, LLC: 32,443 shares

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

  5. period ended2025-06-30
    13F 53,010 shares
    Change vs previous 13F +7,888 shares

    <0.01% of the 13F portfolio, value $415,596.

    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: 18,635 shares
    • Kestra Advisory Services, LLC: 34,375 shares

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

  6. period ended2025-03-31
    13F 45,122 shares
    Change vs previous 13F -4,965 shares

    <0.01% of the 13F portfolio, value $349,131.

    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: 15,785 shares
    • Kestra Advisory Services, LLC: 29,337 shares

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

  7. period ended2024-12-31
    13F 50,087 shares
    Change vs previous 13F +34,302 shares

    <0.01% of the 13F portfolio, value $382,664.

    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: 15,785 shares
    • Kestra Advisory Services, LLC: 34,302 shares

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

  8. period ended2024-09-30
    13F 15,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,780.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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