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Kestra Advisory Services, LLC: VGSH position timeline

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

Kestra Advisory Services, LLC held 139,912 VGSH 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 139,912 shares
    Change vs previous 13F +2,180 shares

    0.02% of the 13F portfolio, value $8,142,877.

    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: 15,627 shares
    • Kestra Advisory Services, LLC: 124,285 shares

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

  2. period ended2026-03-31
    13F 137,732 shares
    Change vs previous 13F +10,459 shares

    0.02% of the 13F portfolio, value $8,062,852.

    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: 19,859 shares
    • Kestra Advisory Services, LLC: 117,873 shares

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

  3. period ended2025-12-31
    13F 127,273 shares
    Change vs previous 13F -16,549 shares

    0.02% of the 13F portfolio, value $7,474,699.

    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: 20,706 shares
    • Kestra Advisory Services, LLC: 106,567 shares

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

  4. period ended2025-09-30
    13F 143,822 shares
    Change vs previous 13F +10,951 shares

    0.03% of the 13F portfolio, value $8,463,956.

    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: 13,976 shares
    • Kestra Advisory Services, LLC: 129,846 shares

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

  5. period ended2025-06-30
    13F 132,871 shares
    Change vs previous 13F +60,220 shares

    0.03% of the 13F portfolio, value $7,810,156.

    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: 19,318 shares
    • Kestra Advisory Services, LLC: 113,553 shares

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

  6. period ended2025-03-31
    13F/A 72,651 shares
    Change vs previous 13F -4,816 shares

    0.02% of the 13F portfolio, value $5,403,037.

    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: 23,273 shares
    • Kestra Advisory Services, LLC: 49,378 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 77,467 shares
    Change vs previous 13F -44,277 shares

    0.02% of the 13F portfolio, value $4,507,030.

    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: 24,745 shares
    • Kestra Advisory Services, LLC: 52,284 shares
    • Kestra Investment Management, LLC: 438 shares

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

  8. period ended2024-09-30
    13F 121,744 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,185,356.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,731 shares
    • Kestra Advisory Services, LLC: 51,013 shares

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