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Kestra Advisory Services, LLC: VISN position timeline

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

Kestra Advisory Services, LLC held 4,639,145 VISN 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 4,639,145 shares
    Change vs previous 13F +1,588,876 shares

    0.15% of the 13F portfolio, value $59,288,265.

    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: 98,266 shares
    • Kestra Advisory Services, LLC: 4,540,879 shares

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

  2. period ended2026-03-31
    13F 3,050,269 shares
    Change vs previous 13F +2,921,203 shares

    0.16% of the 13F portfolio, value $55,514,896.

    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: 71,765 shares
    • Kestra Advisory Services, LLC: 2,978,504 shares

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

  3. period ended2025-12-31
    13F 129,066 shares
    Change vs previous 13F +38,208 shares

    0.01% of the 13F portfolio, value $2,339,967.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 87,762 shares
    • Kestra Advisory Services, LLC: 41,304 shares

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

  4. period ended2025-09-30
    13F 90,858 shares
    Change vs previous 13F +90,858 shares

    <0.01% of the 13F portfolio, value $1,406,482.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,054 shares
    • Kestra Advisory Services, LLC: 20,804 shares

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -524,271 shares

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 524,271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,203,296.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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