Kestra Advisory Services, LLC: VIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on VIS, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 20,611 VIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 20,611 sharesChange vs previous 13F +1,392 shares
0.02% of the 13F portfolio, value $7,427,603.
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: 1,989 shares
- Kestra Advisory Services, LLC: 18,622 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,219 sharesChange vs previous 13F +400 shares
0.02% of the 13F portfolio, value $6,000,601.
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: 1,937 shares
- Kestra Advisory Services, LLC: 17,282 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,819 sharesChange vs previous 13F +1,201 shares
0.02% of the 13F portfolio, value $5,615,264.
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: 1,759 shares
- Kestra Advisory Services, LLC: 17,060 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,618 sharesChange vs previous 13F +10,401 shares
0.02% of the 13F portfolio, value $5,219,912.
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: 1,258 shares
- Kestra Advisory Services, LLC: 16,360 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,217 sharesChange vs previous 13F +1,155 shares
0.01% of the 13F portfolio, value $2,021,137.
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: 1,287 shares
- Kestra Advisory Services, LLC: 5,930 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,062 sharesChange vs previous 13F -9,292 shares
0.01% of the 13F portfolio, value $1,500,648.
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: 1,404 shares
- Kestra Advisory Services, LLC: 4,658 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,354 sharesChange vs previous 13F -348 shares
0.02% of the 13F portfolio, value $3,905,912.
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: 1,665 shares
- Kestra Advisory Services, LLC: 13,689 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,702 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $4,083,712.
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: 1,783 shares
- Kestra Advisory Services, LLC: 13,919 shares
Acceptance time not in the bulk data set (spec §4.2).