Skip to content
Disclosery

Kestra Advisory Services, LLC: VOO position timeline

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

Kestra Advisory Services, LLC held 609,567 VOO 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 609,567 shares
    Change vs previous 13F -14,044 shares

    0.93% of the 13F portfolio, value $418,656,371.

    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: 115,609 shares
    • Kestra Advisory Services, LLC: 484,959 shares
    • Kestra Investment Management, LLC: 8,999 shares

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

  2. period ended2026-03-31
    13F 623,611 shares
    Change vs previous 13F +65,816 shares

    0.92% of the 13F portfolio, value $372,638,764.

    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: 107,097 shares
    • Kestra Advisory Services, LLC: 507,917 shares
    • Kestra Investment Management, LLC: 8,597 shares

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

  3. period ended2025-12-31
    13F 557,795 shares
    Change vs previous 13F +28,101 shares

    0.96% of the 13F portfolio, value $349,809,851.

    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: 103,022 shares
    • Kestra Advisory Services, LLC: 445,834 shares
    • Kestra Investment Management, LLC: 8,939 shares

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

  4. period ended2025-09-30
    13F 529,694 shares
    Change vs previous 13F -38,621 shares

    0.98% of the 13F portfolio, value $324,374,170.

    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: 103,094 shares
    • Kestra Advisory Services, LLC: 417,816 shares
    • Kestra Investment Management, LLC: 8,784 shares

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

  5. period ended2025-06-30
    13F/A 568,315 shares
    Change vs previous 13F -135,370 shares

    1.05% of the 13F portfolio, value $322,820,042.

    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: 102,566 shares
    • Kestra Advisory Services, LLC: 457,689 shares
    • Kestra Investment Management, LLC: 8,060 shares

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

  6. period ended2025-03-31
    13F/A 703,685 shares
    Change vs previous 13F +40,544 shares

    1.21% of the 13F portfolio, value $361,630,759.

    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: 108,363 shares
    • Kestra Advisory Services, LLC: 587,897 shares
    • Kestra Investment Management, LLC: 7,425 shares

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

  7. period ended2024-12-31
    13F 663,141 shares
    Change vs previous 13F +101,296 shares

    1.34% of the 13F portfolio, value $357,307,058.

    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: 123,706 shares
    • Kestra Advisory Services, LLC: 534,551 shares
    • Kestra Investment Management, LLC: 4,884 shares

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

  8. period ended2024-09-30
    13F 561,845 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $296,468,865.

    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: 128,386 shares
    • Kestra Advisory Services, LLC: 431,981 shares
    • Kestra Investment Management, LLC: 1,478 shares

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