Skip to content
Disclosery

Kestra Advisory Services, LLC: VOE position timeline

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

Kestra Advisory Services, LLC held 329,642 VOE 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 329,642 shares
    Change vs previous 13F +82,232 shares

    0.16% of the 13F portfolio, value $65,137,244.

    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: 82,931 shares
    • Kestra Advisory Services, LLC: 246,711 shares

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

  2. period ended2026-03-31
    13F 247,410 shares
    Change vs previous 13F +18,731 shares

    0.13% of the 13F portfolio, value $45,592,669.

    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: 83,170 shares
    • Kestra Advisory Services, LLC: 164,240 shares

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

  3. period ended2025-12-31
    13F 228,679 shares
    Change vs previous 13F -7,867 shares

    0.13% of the 13F portfolio, value $40,560,705.

    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: 81,632 shares
    • Kestra Advisory Services, LLC: 147,047 shares

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

  4. period ended2025-09-30
    13F 236,546 shares
    Change vs previous 13F -23,711 shares

    0.14% of the 13F portfolio, value $41,296,170.

    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: 80,022 shares
    • Kestra Advisory Services, LLC: 156,524 shares

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

  5. period ended2025-06-30
    13F 260,257 shares
    Change vs previous 13F +57,605 shares

    0.16% of the 13F portfolio, value $42,801,855.

    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: 76,488 shares
    • Kestra Advisory Services, LLC: 183,769 shares

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

  6. period ended2025-03-31
    13F/A 202,652 shares
    Change vs previous 13F +26,511 shares

    0.12% of the 13F portfolio, value $32,533,752.

    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: 63,766 shares
    • Kestra Advisory Services, LLC: 138,886 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 176,141 shares
    Change vs previous 13F -64,368 shares

    0.11% of the 13F portfolio, value $28,494,256.

    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: 40,881 shares
    • Kestra Advisory Services, LLC: 135,161 shares
    • Kestra Investment Management, LLC: 99 shares

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

  8. period ended2024-09-30
    13F 240,509 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $40,326,224.

    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: 38,567 shares
    • Kestra Advisory Services, LLC: 201,942 shares

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