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Kestra Advisory Services, LLC: VOT position timeline

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

Kestra Advisory Services, LLC held 196,368 VOT 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 196,368 shares
    Change vs previous 13F +8,931 shares

    0.15% of the 13F portfolio, value $60,147,584.

    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: 34,121 shares
    • Kestra Advisory Services, LLC: 162,247 shares

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

  2. period ended2026-03-31
    13F 187,437 shares
    Change vs previous 13F +12,112 shares

    0.14% of the 13F portfolio, value $48,236,889.

    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: 32,312 shares
    • Kestra Advisory Services, LLC: 155,125 shares

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

  3. period ended2025-12-31
    13F 175,325 shares
    Change vs previous 13F +18,175 shares

    0.15% of the 13F portfolio, value $48,940,247.

    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: 32,070 shares
    • Kestra Advisory Services, LLC: 143,255 shares

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

  4. period ended2025-09-30
    13F 157,150 shares
    Change vs previous 13F -8,771 shares

    0.16% of the 13F portfolio, value $46,169,055.

    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: 30,965 shares
    • Kestra Advisory Services, LLC: 126,185 shares

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

  5. period ended2025-06-30
    13F 165,921 shares
    Change vs previous 13F +46,455 shares

    0.17% of the 13F portfolio, value $47,186,274.

    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: 30,326 shares
    • Kestra Advisory Services, LLC: 135,595 shares

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

  6. period ended2025-03-31
    13F 119,466 shares
    Change vs previous 13F +14,198 shares

    0.11% of the 13F portfolio, value $29,226,162.

    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: 23,086 shares
    • Kestra Advisory Services, LLC: 96,380 shares

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

  7. period ended2024-12-31
    13F 105,268 shares
    Change vs previous 13F -11,339 shares

    0.11% of the 13F portfolio, value $26,711,750.

    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: 9,590 shares
    • Kestra Advisory Services, LLC: 95,678 shares

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

  8. period ended2024-09-30
    13F 116,607 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $28,390,336.

    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: 9,499 shares
    • Kestra Advisory Services, LLC: 107,108 shares

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