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Kestra Advisory Services, LLC: VHT position timeline

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

Kestra Advisory Services, LLC held 62,547 VHT 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 62,547 shares
    Change vs previous 13F +976 shares

    0.05% of the 13F portfolio, value $18,702,222.

    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: 2,476 shares
    • Kestra Advisory Services, LLC: 60,071 shares

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

  2. period ended2026-03-31
    13F 61,571 shares
    Change vs previous 13F +15,630 shares

    0.05% of the 13F portfolio, value $16,767,527.

    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: 2,491 shares
    • Kestra Advisory Services, LLC: 59,080 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 45,941 shares
    Change vs previous 13F +5,680 shares

    0.04% of the 13F portfolio, value $13,224,089.

    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: 2,420 shares
    • Kestra Advisory Services, LLC: 42,328 shares
    • Kestra Investment Management, LLC: 1,193 shares

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

  4. period ended2025-09-30
    13F 40,261 shares
    Change vs previous 13F -770 shares

    0.04% of the 13F portfolio, value $10,451,802.

    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: 2,398 shares
    • Kestra Advisory Services, LLC: 37,863 shares

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

  5. period ended2025-06-30
    13F 41,031 shares
    Change vs previous 13F +2,454 shares

    0.04% of the 13F portfolio, value $10,189,726.

    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: 3,067 shares
    • Kestra Advisory Services, LLC: 37,964 shares

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

  6. period ended2025-03-31
    13F 38,577 shares
    Change vs previous 13F -41,783 shares

    0.04% of the 13F portfolio, value $10,212,489.

    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: 3,456 shares
    • Kestra Advisory Services, LLC: 35,121 shares

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

  7. period ended2024-12-31
    13F 80,360 shares
    Change vs previous 13F -8,755 shares

    0.08% of the 13F portfolio, value $20,386,528.

    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: 3,326 shares
    • Kestra Advisory Services, LLC: 77,034 shares

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

  8. period ended2024-09-30
    13F 89,115 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,148,113.

    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: 3,263 shares
    • Kestra Advisory Services, LLC: 85,852 shares

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