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Kestra Advisory Services, LLC: VRSK position timeline

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

Kestra Advisory Services, LLC held 3,114 VRSK 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 3,114 shares
    Change vs previous 13F -2,795 shares

    <0.01% of the 13F portfolio, value $559,118.

    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: 0 shares
    • Kestra Advisory Services, LLC: 3,114 shares

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

  2. period ended2026-03-31
    13F 5,909 shares
    Change vs previous 13F -1,570 shares

    <0.01% of the 13F portfolio, value $1,121,180.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,033 shares
    • Kestra Advisory Services, LLC: 2,876 shares

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

  3. period ended2025-12-31
    13F 7,479 shares
    Change vs previous 13F -4,920 shares

    0.01% of the 13F portfolio, value $1,673,130.

    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: 3,087 shares
    • Kestra Advisory Services, LLC: 4,392 shares

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

  4. period ended2025-09-30
    13F 12,399 shares
    Change vs previous 13F +5,321 shares

    0.01% of the 13F portfolio, value $3,118,437.

    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: 4,641 shares
    • Kestra Advisory Services, LLC: 7,758 shares

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

  5. period ended2025-06-30
    13F 7,078 shares
    Change vs previous 13F -2,215 shares

    0.01% of the 13F portfolio, value $2,204,780.

    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: 2,036 shares
    • Kestra Advisory Services, LLC: 5,042 shares

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

  6. period ended2025-03-31
    13F/A 9,293 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $2,765,783.

    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: 4,190 shares
    • Kestra Advisory Services, LLC: 5,103 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 9,143 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $2,518,257.

    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: 2,679 shares
    • Kestra Advisory Services, LLC: 6,347 shares
    • Kestra Investment Management, LLC: 117 shares

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

  8. period ended2024-09-30
    13F 9,529 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,553,501.

    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: 2,619 shares
    • Kestra Advisory Services, LLC: 6,910 shares

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