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Kestra Advisory Services, LLC: VGT position timeline

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

Kestra Advisory Services, LLC held 908,762 VGT 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 908,762 shares
    Change vs previous 13F +784,440 shares

    0.24% of the 13F portfolio, value $108,615,300.

    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: 192,313 shares
    • Kestra Advisory Services, LLC: 712,922 shares
    • Kestra Investment Management, LLC: 3,527 shares

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

  2. period ended2026-03-31
    13F 124,322 shares
    Change vs previous 13F +19,742 shares

    0.25% of the 13F portfolio, value $86,741,481.

    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: 24,270 shares
    • Kestra Advisory Services, LLC: 100,052 shares

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

  3. period ended2025-12-31
    13F 104,580 shares
    Change vs previous 13F -4,563 shares

    0.24% of the 13F portfolio, value $78,829,747.

    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: 22,773 shares
    • Kestra Advisory Services, LLC: 81,807 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 109,143 shares
    Change vs previous 13F +4,751 shares

    0.25% of the 13F portfolio, value $81,489,315.

    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: 30,360 shares
    • Kestra Advisory Services, LLC: 78,421 shares
    • Kestra Investment Management, LLC: 362 shares

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

  5. period ended2025-06-30
    13F 104,392 shares
    Change vs previous 13F +7,588 shares

    0.25% of the 13F portfolio, value $69,240,906.

    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: 29,482 shares
    • Kestra Advisory Services, LLC: 74,910 shares

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

  6. period ended2025-03-31
    13F/A 96,804 shares
    Change vs previous 13F -5,868 shares

    0.2% of the 13F portfolio, value $52,504,554.

    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: 24,079 shares
    • Kestra Advisory Services, LLC: 72,725 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 102,672 shares
    Change vs previous 13F +11,892 shares

    0.24% of the 13F portfolio, value $63,841,449.

    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: 25,141 shares
    • Kestra Advisory Services, LLC: 77,528 shares
    • Kestra Investment Management, LLC: 3 shares

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

  8. period ended2024-09-30
    13F 90,780 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $53,244,148.

    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: 26,152 shares
    • Kestra Advisory Services, LLC: 64,628 shares

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