Skip to content
Disclosery

Kestra Advisory Services, LLC: VTES position timeline

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

Kestra Advisory Services, LLC held 21,601 VTES 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 21,601 shares
    Change vs previous 13F +10,844 shares

    0.01% of the 13F portfolio, value $2,188,329.

    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: 4,309 shares
    • Kestra Advisory Services, LLC: 17,292 shares

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

  2. period ended2026-03-31
    13F 10,757 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $1,088,030.

    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: 3,606 shares
    • Kestra Advisory Services, LLC: 7,151 shares

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

  3. period ended2025-12-31
    13F 8,264 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $839,352.

    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: 3,092 shares
    • Kestra Advisory Services, LLC: 5,172 shares

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

  4. period ended2025-09-30
    13F 8,134 shares
    Change vs previous 13F -7,800 shares

    <0.01% of the 13F portfolio, value $829,070.

    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: 2,967 shares
    • Kestra Advisory Services, LLC: 5,167 shares

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

  5. period ended2025-06-30
    13F 15,934 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $1,608,201.

    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: 10,757 shares
    • Kestra Advisory Services, LLC: 5,177 shares

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

  6. period ended2025-03-31
    13F 14,799 shares
    Change vs previous 13F +10,954 shares

    0.01% of the 13F portfolio, value $1,487,448.

    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: 10,943 shares
    • Kestra Advisory Services, LLC: 3,856 shares

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

  7. period ended2024-12-31
    13F 3,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,461.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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