Kestra Advisory Services, LLC: VST position timeline

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

Kestra Advisory Services, LLC held 74,127 VST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 74,127 shares
Change vs previous 13F -28,116 shares
0.03% of the 13F portfolio, value $11,758,762.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,449 shares
- Kestra Advisory Services, LLC: 53,678 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 102,243 shares
Change vs previous 13F +53,084 shares
0.04% of the 13F portfolio, value $15,370,197.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,126 shares
- Kestra Advisory Services, LLC: 92,117 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,159 shares
Change vs previous 13F -5,138 shares
0.02% of the 13F portfolio, value $7,930,812.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,571 shares
- Kestra Advisory Services, LLC: 39,588 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 54,297 shares
Change vs previous 13F +11,744 shares
0.04% of the 13F portfolio, value $10,637,942.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,183 shares
- Kestra Advisory Services, LLC: 39,114 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 42,553 shares
Change vs previous 13F +2,424 shares
0.03% of the 13F portfolio, value $8,247,196.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,074 shares
- Kestra Advisory Services, LLC: 34,479 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 40,129 shares
Change vs previous 13F +564 shares
0.02% of the 13F portfolio, value $4,712,751.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,513 shares
- Kestra Advisory Services, LLC: 22,816 shares
- Kestra Investment Management, LLC: 12,800 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,565 shares
Change vs previous 13F +9,407 shares
0.02% of the 13F portfolio, value $5,454,852.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,919 shares
- Kestra Advisory Services, LLC: 23,217 shares
- Kestra Investment Management, LLC: 13,429 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 30,158 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,574,968.
13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Kestra Advisory Services, LLC: 14,322 shares
- Kestra Investment Management, LLC: 15,836 shares
Acceptance time not in the bulk data set (spec §4.2).