Kestra Advisory Services, LLC: VLTO position timeline

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

Kestra Advisory Services, LLC held 35,656 VLTO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 35,656 shares
Change vs previous 13F +7,446 shares
0.01% of the 13F portfolio, value $3,161,916.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,350 shares
- Kestra Advisory Services, LLC: 24,306 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 28,210 shares
Change vs previous 13F -2,796 shares
0.01% of the 13F portfolio, value $2,494,297.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,273 shares
- Kestra Advisory Services, LLC: 15,937 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 31,006 shares
Change vs previous 13F -25,748 shares
0.01% of the 13F portfolio, value $3,093,768.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,290 shares
- Kestra Advisory Services, LLC: 17,716 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 56,754 shares
Change vs previous 13F +28,815 shares
0.02% of the 13F portfolio, value $6,050,537.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,425 shares
- Kestra Advisory Services, LLC: 36,329 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 27,939 shares
Change vs previous 13F -1,196 shares
0.01% of the 13F portfolio, value $2,820,446.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,893 shares
- Kestra Advisory Services, LLC: 16,046 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 29,135 shares
Change vs previous 13F -309 shares
0.01% of the 13F portfolio, value $2,839,206.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,915 shares
- Kestra Advisory Services, LLC: 16,203 shares
- Kestra Investment Management, LLC: 17 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 29,444 shares
Change vs previous 13F +3,189 shares
0.01% of the 13F portfolio, value $2,998,871.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,281 shares
- Kestra Advisory Services, LLC: 17,151 shares
- Kestra Investment Management, LLC: 12 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 26,255 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,936,898.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,010 shares
- Kestra Advisory Services, LLC: 16,245 shares
Acceptance time not in the bulk data set (spec §4.2).