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Kestra Advisory Services, LLC: VTEB position timeline

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

Kestra Advisory Services, LLC held 1,899,011 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,899,011 shares
    Change vs previous 13F +119,783 shares

    0.21% of the 13F portfolio, value $96,051,964.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 258,219 shares
    • Kestra Advisory Services, LLC: 495,904 shares
    • Kestra Investment Management, LLC: 1,144,888 shares

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

  2. period ended2026-03-31
    13F 1,779,228 shares
    Change vs previous 13F +345,549 shares

    0.22% of the 13F portfolio, value $88,765,708.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 243,460 shares
    • Kestra Advisory Services, LLC: 437,027 shares
    • Kestra Investment Management, LLC: 1,098,741 shares

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

  3. period ended2025-12-31
    13F 1,433,679 shares
    Change vs previous 13F -722 shares

    0.2% of the 13F portfolio, value $72,099,743.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 219,607 shares
    • Kestra Advisory Services, LLC: 421,018 shares
    • Kestra Investment Management, LLC: 793,054 shares

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

  4. period ended2025-09-30
    13F 1,434,401 shares
    Change vs previous 13F -35,834 shares

    0.22% of the 13F portfolio, value $71,820,418.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 203,583 shares
    • Kestra Advisory Services, LLC: 370,846 shares
    • Kestra Investment Management, LLC: 859,972 shares

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

  5. period ended2025-06-30
    13F/A 1,470,235 shares
    Change vs previous 13F +180,163 shares

    0.23% of the 13F portfolio, value $72,085,615.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 177,137 shares
    • Kestra Advisory Services, LLC: 387,695 shares
    • Kestra Investment Management, LLC: 905,403 shares

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

  6. period ended2025-03-31
    13F/A 1,290,072 shares
    Change vs previous 13F +33,160 shares

    0.21% of the 13F portfolio, value $64,013,373.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 146,268 shares
    • Kestra Advisory Services, LLC: 355,240 shares
    • Kestra Investment Management, LLC: 788,564 shares

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

  7. period ended2024-12-31
    13F 1,256,912 shares
    Change vs previous 13F +149,113 shares

    0.24% of the 13F portfolio, value $63,008,953.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 142,147 shares
    • Kestra Advisory Services, LLC: 347,749 shares
    • Kestra Investment Management, LLC: 767,016 shares

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

  8. period ended2024-09-30
    13F 1,107,799 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $56,826,125.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 128,689 shares
    • Kestra Advisory Services, LLC: 274,322 shares
    • Kestra Investment Management, LLC: 704,788 shares

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