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Kestra Advisory Services, LLC: VRT position timeline

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

Kestra Advisory Services, LLC held 107,799 VRT 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 107,799 shares
    Change vs previous 13F +27,420 shares

    0.09% of the 13F portfolio, value $36,093,332.

    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: 20,233 shares
    • Kestra Advisory Services, LLC: 87,566 shares

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

  2. period ended2026-03-31
    13F 80,379 shares
    Change vs previous 13F -9,061 shares

    0.06% of the 13F portfolio, value $20,141,244.

    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: 14,187 shares
    • Kestra Advisory Services, LLC: 66,192 shares

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

  3. period ended2025-12-31
    13F 89,440 shares
    Change vs previous 13F +13,753 shares

    0.04% of the 13F portfolio, value $14,490,158.

    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: 10,938 shares
    • Kestra Advisory Services, LLC: 78,502 shares

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

  4. period ended2025-09-30
    13F 75,687 shares
    Change vs previous 13F +25,873 shares

    0.04% of the 13F portfolio, value $11,418,105.

    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: 5,342 shares
    • Kestra Advisory Services, LLC: 70,345 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 49,814 shares
    Change vs previous 13F +4,315 shares

    0.02% of the 13F portfolio, value $6,396,590.

    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: 4,129 shares
    • Kestra Advisory Services, LLC: 38,320 shares
    • Kestra Investment Management, LLC: 7,365 shares

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

  6. period ended2025-03-31
    13F/A 45,499 shares
    Change vs previous 13F -6,951 shares

    0.01% of the 13F portfolio, value $3,285,028.

    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: 4,158 shares
    • Kestra Advisory Services, LLC: 41,267 shares
    • Kestra Investment Management, LLC: 74 shares

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

  7. period ended2024-12-31
    13F 52,450 shares
    Change vs previous 13F -872 shares

    0.02% of the 13F portfolio, value $5,958,811.

    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: 7,314 shares
    • Kestra Advisory Services, LLC: 28,976 shares
    • Kestra Investment Management, LLC: 16,160 shares

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

  8. period ended2024-09-30
    13F 53,322 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,321,368.

    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: 4,453 shares
    • Kestra Advisory Services, LLC: 26,129 shares
    • Kestra Investment Management, LLC: 22,740 shares

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