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Kestra Advisory Services, LLC: VTR position timeline

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

Kestra Advisory Services, LLC held 42,291 VTR 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 42,291 shares
    Change vs previous 13F -1,592 shares

    0.01% of the 13F portfolio, value $3,755,388.

    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: 12,998 shares
    • Kestra Advisory Services, LLC: 29,293 shares

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

  2. period ended2026-03-31
    13F 43,883 shares
    Change vs previous 13F +3,403 shares

    0.01% of the 13F portfolio, value $3,588,690.

    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: 13,131 shares
    • Kestra Advisory Services, LLC: 30,752 shares

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

  3. period ended2025-12-31
    13F 40,480 shares
    Change vs previous 13F +983 shares

    0.01% of the 13F portfolio, value $3,132,316.

    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: 12,572 shares
    • Kestra Advisory Services, LLC: 27,908 shares

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

  4. period ended2025-09-30
    13F 39,497 shares
    Change vs previous 13F +2,936 shares

    0.01% of the 13F portfolio, value $2,764,345.

    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: 12,663 shares
    • Kestra Advisory Services, LLC: 26,834 shares

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

  5. period ended2025-06-30
    13F 36,561 shares
    Change vs previous 13F -852 shares

    0.01% of the 13F portfolio, value $2,308,805.

    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: 12,621 shares
    • Kestra Advisory Services, LLC: 23,940 shares

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

  6. period ended2025-03-31
    13F/A 37,413 shares
    Change vs previous 13F -414 shares

    0.01% of the 13F portfolio, value $2,572,518.

    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: 13,392 shares
    • Kestra Advisory Services, LLC: 24,021 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 37,827 shares
    Change vs previous 13F +26,213 shares

    0.01% of the 13F portfolio, value $2,227,632.

    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: 12,546 shares
    • Kestra Advisory Services, LLC: 25,240 shares
    • Kestra Investment Management, LLC: 41 shares

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

  8. period ended2024-09-30
    13F 11,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $744,806.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,614 shares
    • Kestra Advisory Services, LLC: 0 shares

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