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Kestra Advisory Services, LLC: VTIP position timeline

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

Kestra Advisory Services, LLC held 657,163 VTIP 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 657,163 shares
    Change vs previous 13F +456,536 shares

    0.08% of the 13F portfolio, value $33,009,301.

    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: 17,458 shares
    • Kestra Advisory Services, LLC: 639,705 shares

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

  2. period ended2026-03-31
    13F 200,627 shares
    Change vs previous 13F +84,605 shares

    0.03% of the 13F portfolio, value $10,021,293.

    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: 12,621 shares
    • Kestra Advisory Services, LLC: 188,006 shares

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

  3. period ended2025-12-31
    13F 116,022 shares
    Change vs previous 13F +31,007 shares

    0.02% of the 13F portfolio, value $5,738,453.

    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: 11,475 shares
    • Kestra Advisory Services, LLC: 104,547 shares

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

  4. period ended2025-09-30
    13F 85,015 shares
    Change vs previous 13F -13,699 shares

    0.01% of the 13F portfolio, value $4,304,316.

    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: 10,580 shares
    • Kestra Advisory Services, LLC: 74,435 shares

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

  5. period ended2025-06-30
    13F 98,714 shares
    Change vs previous 13F +29,427 shares

    0.02% of the 13F portfolio, value $4,962,357.

    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: 10,546 shares
    • Kestra Advisory Services, LLC: 88,168 shares

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

  6. period ended2025-03-31
    13F/A 69,287 shares
    Change vs previous 13F -28,223 shares

    0.01% of the 13F portfolio, value $3,457,422.

    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: 9,912 shares
    • Kestra Advisory Services, LLC: 59,375 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 97,510 shares
    Change vs previous 13F -416,497 shares

    0.02% of the 13F portfolio, value $4,721,433.

    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: 8,331 shares
    • Kestra Advisory Services, LLC: 88,940 shares
    • Kestra Investment Management, LLC: 239 shares

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

  8. period ended2024-09-30
    13F 514,007 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,345,694.

    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: 6,843 shares
    • Kestra Advisory Services, LLC: 507,164 shares

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