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Kestra Advisory Services, LLC: VIG position timeline

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

Kestra Advisory Services, LLC held 780,498 VIG 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 780,498 shares
    Change vs previous 13F +114,897 shares

    0.41% of the 13F portfolio, value $184,681,639.

    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: 77,141 shares
    • Kestra Advisory Services, LLC: 701,711 shares
    • Kestra Investment Management, LLC: 1,646 shares

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

  2. period ended2026-03-31
    13F 665,601 shares
    Change vs previous 13F +50,155 shares

    0.35% of the 13F portfolio, value $143,144,158.

    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: 79,686 shares
    • Kestra Advisory Services, LLC: 584,269 shares
    • Kestra Investment Management, LLC: 1,646 shares

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

  3. period ended2025-12-31
    13F 615,446 shares
    Change vs previous 13F +144,877 shares

    0.42% of the 13F portfolio, value $135,262,703.

    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: 74,429 shares
    • Kestra Advisory Services, LLC: 541,017 shares

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

  4. period ended2025-09-30
    13F 470,569 shares
    Change vs previous 13F +47,225 shares

    0.34% of the 13F portfolio, value $101,544,002.

    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: 72,079 shares
    • Kestra Advisory Services, LLC: 398,490 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 423,344 shares
    Change vs previous 13F -40,103 shares

    0.28% of the 13F portfolio, value $86,645,752.

    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: 70,531 shares
    • Kestra Advisory Services, LLC: 351,636 shares
    • Kestra Investment Management, LLC: 1,177 shares

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

  6. period ended2025-03-31
    13F/A 463,447 shares
    Change vs previous 13F -8,966 shares

    0.3% of the 13F portfolio, value $89,904,084.

    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: 66,337 shares
    • Kestra Advisory Services, LLC: 395,984 shares
    • Kestra Investment Management, LLC: 1,126 shares

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

  7. period ended2024-12-31
    13F 472,413 shares
    Change vs previous 13F -106,822 shares

    0.38% of the 13F portfolio, value $92,512,638.

    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: 64,925 shares
    • Kestra Advisory Services, LLC: 407,488 shares

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

  8. period ended2024-09-30
    13F 579,235 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $114,723,245.

    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: 63,084 shares
    • Kestra Advisory Services, LLC: 516,151 shares

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