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Kestra Advisory Services, LLC: VO position timeline

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

Kestra Advisory Services, LLC held 2,213,868 VO 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 2,213,868 shares
    Change vs previous 13F +1,769,000 shares

    0.39% of the 13F portfolio, value $178,371,396.

    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: 279,499 shares
    • Kestra Advisory Services, LLC: 1,687,725 shares
    • Kestra Investment Management, LLC: 246,644 shares

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

  2. period ended2026-03-31
    13F 444,868 shares
    Change vs previous 13F -285,556 shares

    0.32% of the 13F portfolio, value $127,757,375.

    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: 72,761 shares
    • Kestra Advisory Services, LLC: 365,964 shares
    • Kestra Investment Management, LLC: 6,143 shares

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

  3. period ended2025-12-31
    13F 730,424 shares
    Change vs previous 13F -201,479 shares

    0.58% of the 13F portfolio, value $211,983,535.

    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: 68,474 shares
    • Kestra Advisory Services, LLC: 333,407 shares
    • Kestra Investment Management, LLC: 328,543 shares

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

  4. period ended2025-09-30
    13F 931,903 shares
    Change vs previous 13F +86,988 shares

    0.83% of the 13F portfolio, value $274,298,274.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,494 shares
    • Kestra Advisory Services, LLC: 320,962 shares
    • Kestra Investment Management, LLC: 542,447 shares

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

  5. period ended2025-06-30
    13F/A 844,915 shares
    Change vs previous 13F +93,882 shares

    0.77% of the 13F portfolio, value $236,432,489.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,614 shares
    • Kestra Advisory Services, LLC: 305,492 shares
    • Kestra Investment Management, LLC: 486,809 shares

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

  6. period ended2025-03-31
    13F/A 751,033 shares
    Change vs previous 13F +297,950 shares

    0.65% of the 13F portfolio, value $194,232,156.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,672 shares
    • Kestra Advisory Services, LLC: 273,038 shares
    • Kestra Investment Management, LLC: 437,323 shares

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

  7. period ended2024-12-31
    13F 453,083 shares
    Change vs previous 13F -41,820 shares

    0.45% of the 13F portfolio, value $119,672,541.

    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: 34,844 shares
    • Kestra Advisory Services, LLC: 268,106 shares
    • Kestra Investment Management, LLC: 150,133 shares

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

  8. period ended2024-09-30
    13F 494,903 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $130,570,296.

    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: 33,824 shares
    • Kestra Advisory Services, LLC: 323,018 shares
    • Kestra Investment Management, LLC: 138,061 shares

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