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Kestra Advisory Services, LLC: VLUE position timeline

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

Kestra Advisory Services, LLC held 40,814 VLUE 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 40,814 shares
    Change vs previous 13F +7,498 shares

    0.02% of the 13F portfolio, value $8,155,059.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,129 shares
    • Kestra Advisory Services, LLC: 14,685 shares

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

  2. period ended2026-03-31
    13F 33,316 shares
    Change vs previous 13F +23,850 shares

    0.01% of the 13F portfolio, value $4,737,306.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,991 shares
    • Kestra Advisory Services, LLC: 7,325 shares

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

  3. period ended2025-12-31
    13F 9,466 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $1,294,265.

    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: 2,657 shares
    • Kestra Advisory Services, LLC: 6,809 shares

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

  4. period ended2025-09-30
    13F 9,288 shares
    Change vs previous 13F -3,415 shares

    <0.01% of the 13F portfolio, value $1,161,504.

    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: 2,837 shares
    • Kestra Advisory Services, LLC: 6,451 shares

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

  5. period ended2025-06-30
    13F 12,703 shares
    Change vs previous 13F -1,827 shares

    0.01% of the 13F portfolio, value $1,438,135.

    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: 3,108 shares
    • Kestra Advisory Services, LLC: 9,595 shares

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

  6. period ended2025-03-31
    13F 14,530 shares
    Change vs previous 13F -736 shares

    0.01% of the 13F portfolio, value $1,549,624.

    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: 3,193 shares
    • Kestra Advisory Services, LLC: 11,337 shares

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

  7. period ended2024-12-31
    13F 15,266 shares
    Change vs previous 13F -1,469 shares

    0.01% of the 13F portfolio, value $1,612,242.

    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: 3,833 shares
    • Kestra Advisory Services, LLC: 11,433 shares

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

  8. period ended2024-09-30
    13F 16,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,824,794.

    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: 3,859 shares
    • Kestra Advisory Services, LLC: 12,876 shares

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