Kestra Advisory Services, LLC: VOD position timeline

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

Kestra Advisory Services, LLC held 243,871 VOD 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 243,871 shares
Change vs previous 13F -30,927 shares
0.01% of the 13F portfolio, value $3,225,190.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 274,798 shares
Change vs previous 13F -124,069 shares
0.02% of the 13F portfolio, value $4,127,467.
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: 0 shares
- Kestra Advisory Services, LLC: 274,798 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 398,867 shares
Change vs previous 13F -77,350 shares
0.02% of the 13F portfolio, value $5,269,033.
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: 48,511 shares
- Kestra Advisory Services, LLC: 350,356 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 476,217 shares
Change vs previous 13F -81,050 shares
0.02% of the 13F portfolio, value $5,524,111.
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: 57,171 shares
- Kestra Advisory Services, LLC: 408,752 shares
- Kestra Investment Management, LLC: 10,294 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 557,267 shares
Change vs previous 13F +20,173 shares
0.02% of the 13F portfolio, value $5,940,466.
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: 60,223 shares
- Kestra Advisory Services, LLC: 486,663 shares
- Kestra Investment Management, LLC: 10,381 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 537,094 shares
Change vs previous 13F +18,883 shares
0.02% of the 13F portfolio, value $5,032,571.
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: 61,190 shares
- Kestra Advisory Services, LLC: 464,950 shares
- Kestra Investment Management, LLC: 10,954 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 518,211 shares
Change vs previous 13F +65,830 shares
0.02% of the 13F portfolio, value $4,399,612.
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: 65,450 shares
- Kestra Advisory Services, LLC: 442,200 shares
- Kestra Investment Management, LLC: 10,561 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 452,381 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,532,855.
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: 68,272 shares
- Kestra Advisory Services, LLC: 384,109 shares
Acceptance time not in the bulk data set (spec §4.2).