Kestra Advisory Services, LLC: VNQ position timeline

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

Kestra Advisory Services, LLC held 351,406 VNQ 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 351,406 shares
Change vs previous 13F +147,387 shares
0.08% of the 13F portfolio, value $33,886,103.
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: 21,143 shares
- Kestra Advisory Services, LLC: 330,263 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 204,019 shares
Change vs previous 13F +71,839 shares
0.05% of the 13F portfolio, value $18,096,431.
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: 21,398 shares
- Kestra Advisory Services, LLC: 182,621 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 132,180 shares
Change vs previous 13F +6,757 shares
0.04% of the 13F portfolio, value $11,696,629.
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: 23,634 shares
- Kestra Advisory Services, LLC: 108,546 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 125,423 shares
Change vs previous 13F -34,562 shares
0.04% of the 13F portfolio, value $11,466,127.
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: 20,414 shares
- Kestra Advisory Services, LLC: 105,009 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 159,985 shares
Change vs previous 13F +1,802 shares
0.05% of the 13F portfolio, value $14,248,272.
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: 20,462 shares
- Kestra Advisory Services, LLC: 139,523 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 158,183 shares
Change vs previous 13F +3,039 shares
0.05% of the 13F portfolio, value $14,321,890.
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: 20,800 shares
- Kestra Advisory Services, LLC: 136,803 shares
- Kestra Investment Management, LLC: 580 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 155,144 shares
Change vs previous 13F -8,989 shares
0.05% of the 13F portfolio, value $13,820,230.
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: 19,913 shares
- Kestra Advisory Services, LLC: 134,970 shares
- Kestra Investment Management, LLC: 261 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 164,133 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $15,989,837.
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: 17,937 shares
- Kestra Advisory Services, LLC: 146,196 shares
Acceptance time not in the bulk data set (spec §4.2).