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Kestra Advisory Services, LLC: VTEI position timeline

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

Kestra Advisory Services, LLC held 16,499 VTEI 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 16,499 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $1,665,964.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,133 shares
    • Kestra Advisory Services, LLC: 6,366 shares

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

  2. period ended2026-03-31
    13F 14,502 shares
    Change vs previous 13F +4,470 shares

    <0.01% of the 13F portfolio, value $1,449,410.

    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: 8,336 shares
    • Kestra Advisory Services, LLC: 6,166 shares

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

  3. period ended2025-12-31
    13F 10,032 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $1,011,510.

    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: 3,867 shares
    • Kestra Advisory Services, LLC: 6,165 shares

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

  4. period ended2025-09-30
    13F 9,605 shares
    Change vs previous 13F +3,451 shares

    <0.01% of the 13F portfolio, value $963,648.

    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: 3,445 shares
    • Kestra Advisory Services, LLC: 6,160 shares

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

  5. period ended2025-06-30
    13F 6,154 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $606,490.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,046 shares
    • Kestra Advisory Services, LLC: 2,108 shares

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

  6. period ended2025-03-31
    13F 6,139 shares
    Change vs previous 13F +2,285 shares

    <0.01% of the 13F portfolio, value $606,656.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,026 shares
    • Kestra Advisory Services, LLC: 2,113 shares

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

  7. period ended2024-12-31
    13F 3,854 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $383,049.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,760.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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