Skip to content
Disclosery

Kestra Advisory Services, LLC: VRP position timeline

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

Kestra Advisory Services, LLC held 106,996 VRP 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 106,996 shares
    Change vs previous 13F -9,216 shares

    0.01% of the 13F portfolio, value $2,601,069.

    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: 32,061 shares
    • Kestra Advisory Services, LLC: 74,935 shares

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

  2. period ended2026-03-31
    13F 116,212 shares
    Change vs previous 13F -44,045 shares

    0.01% of the 13F portfolio, value $2,786,752.

    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: 33,971 shares
    • Kestra Advisory Services, LLC: 82,241 shares

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

  3. period ended2025-12-31
    13F 160,257 shares
    Change vs previous 13F +5,772 shares

    0.01% of the 13F portfolio, value $3,899,059.

    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: 51,200 shares
    • Kestra Advisory Services, LLC: 109,057 shares

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

  4. period ended2025-09-30
    13F 154,485 shares
    Change vs previous 13F -22,645 shares

    0.01% of the 13F portfolio, value $3,815,790.

    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: 54,463 shares
    • Kestra Advisory Services, LLC: 100,022 shares

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

  5. period ended2025-06-30
    13F 177,130 shares
    Change vs previous 13F +64,789 shares

    0.02% of the 13F portfolio, value $4,330,829.

    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: 65,730 shares
    • Kestra Advisory Services, LLC: 111,400 shares

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

  6. period ended2025-03-31
    13F 112,341 shares
    Change vs previous 13F -26,665 shares

    0.01% of the 13F portfolio, value $2,723,146.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,994 shares
    • Kestra Advisory Services, LLC: 43,347 shares

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

  7. period ended2024-12-31
    13F 139,006 shares
    Change vs previous 13F -47,843 shares

    0.01% of the 13F portfolio, value $3,362,555.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,500 shares
    • Kestra Advisory Services, LLC: 67,506 shares

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

  8. period ended2024-09-30
    13F 186,849 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,570,325.

    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: 81,993 shares
    • Kestra Advisory Services, LLC: 104,856 shares

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