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Kestra Advisory Services, LLC: VT position timeline

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

Kestra Advisory Services, LLC held 188,415 VT 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 188,415 shares
    Change vs previous 13F +133,332 shares

    0.07% of the 13F portfolio, value $29,571,729.

    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: 7,048 shares
    • Kestra Advisory Services, LLC: 181,367 shares

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

  2. period ended2026-03-31
    13F 55,083 shares
    Change vs previous 13F +7,518 shares

    0.02% of the 13F portfolio, value $7,619,086.

    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: 6,300 shares
    • Kestra Advisory Services, LLC: 48,783 shares

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

  3. period ended2025-12-31
    13F 47,565 shares
    Change vs previous 13F -296 shares

    0.02% of the 13F portfolio, value $6,709,510.

    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: 6,291 shares
    • Kestra Advisory Services, LLC: 41,274 shares

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

  4. period ended2025-09-30
    13F 47,861 shares
    Change vs previous 13F -4,993 shares

    0.02% of the 13F portfolio, value $6,595,305.

    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: 6,231 shares
    • Kestra Advisory Services, LLC: 41,630 shares

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

  5. period ended2025-06-30
    13F 52,854 shares
    Change vs previous 13F +5,213 shares

    0.02% of the 13F portfolio, value $6,792,804.

    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: 5,925 shares
    • Kestra Advisory Services, LLC: 46,929 shares

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

  6. period ended2025-03-31
    13F 47,641 shares
    Change vs previous 13F -3,910 shares

    0.02% of the 13F portfolio, value $5,523,974.

    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: 5,087 shares
    • Kestra Advisory Services, LLC: 42,554 shares

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

  7. period ended2024-12-31
    13F 51,551 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $6,056,211.

    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: 5,980 shares
    • Kestra Advisory Services, LLC: 45,571 shares

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

  8. period ended2024-09-30
    13F 51,258 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,135,620.

    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: 3,602 shares
    • Kestra Advisory Services, LLC: 47,656 shares

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