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Kestra Advisory Services, LLC: VPU position timeline

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

Kestra Advisory Services, LLC held 33,628 VPU 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 33,628 shares
    Change vs previous 13F -8,163 shares

    0.02% of the 13F portfolio, value $6,582,021.

    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: 5,193 shares
    • Kestra Advisory Services, LLC: 28,435 shares

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

  2. period ended2026-03-31
    13F 41,791 shares
    Change vs previous 13F +10,344 shares

    0.02% of the 13F portfolio, value $8,280,417.

    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: 5,177 shares
    • Kestra Advisory Services, LLC: 36,614 shares

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

  3. period ended2025-12-31
    13F 31,447 shares
    Change vs previous 13F +2,627 shares

    0.02% of the 13F portfolio, value $5,818,847.

    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: 5,411 shares
    • Kestra Advisory Services, LLC: 26,036 shares

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

  4. period ended2025-09-30
    13F 28,820 shares
    Change vs previous 13F +4,009 shares

    0.02% of the 13F portfolio, value $5,458,859.

    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: 4,962 shares
    • Kestra Advisory Services, LLC: 23,858 shares

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

  5. period ended2025-06-30
    13F 24,811 shares
    Change vs previous 13F +6,280 shares

    0.02% of the 13F portfolio, value $4,379,446.

    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: 4,946 shares
    • Kestra Advisory Services, LLC: 19,865 shares

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

  6. period ended2025-03-31
    13F 18,531 shares
    Change vs previous 13F -17,479 shares

    0.01% of the 13F portfolio, value $3,165,280.

    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: 4,614 shares
    • Kestra Advisory Services, LLC: 13,917 shares

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

  7. period ended2024-12-31
    13F 36,010 shares
    Change vs previous 13F +4,392 shares

    0.02% of the 13F portfolio, value $5,884,754.

    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: 4,657 shares
    • Kestra Advisory Services, LLC: 31,353 shares

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

  8. period ended2024-09-30
    13F 31,618 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,503,077.

    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: 4,477 shares
    • Kestra Advisory Services, LLC: 27,141 shares

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