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Kestra Advisory Services, LLC: VTRS position timeline

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

Kestra Advisory Services, LLC held 116,504 VTRS 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 116,504 shares
    Change vs previous 13F +753 shares

    <0.01% of the 13F portfolio, value $1,850,086.

    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: 24,032 shares
    • Kestra Advisory Services, LLC: 92,472 shares

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

  2. period ended2026-03-31
    13F 115,751 shares
    Change vs previous 13F +9,834 shares

    <0.01% of the 13F portfolio, value $1,563,797.

    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: 25,225 shares
    • Kestra Advisory Services, LLC: 90,526 shares

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

  3. period ended2025-12-31
    13F 105,917 shares
    Change vs previous 13F +28,583 shares

    <0.01% of the 13F portfolio, value $1,318,674.

    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: 25,536 shares
    • Kestra Advisory Services, LLC: 80,381 shares

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

  4. period ended2025-09-30
    13F 77,334 shares
    Change vs previous 13F +20,316 shares

    <0.01% of the 13F portfolio, value $765,602.

    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: 24,355 shares
    • Kestra Advisory Services, LLC: 52,979 shares

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

  5. period ended2025-06-30
    13F 57,018 shares
    Change vs previous 13F +6,758 shares

    <0.01% of the 13F portfolio, value $509,174.

    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: 20,827 shares
    • Kestra Advisory Services, LLC: 36,191 shares

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

  6. period ended2025-03-31
    13F 50,260 shares
    Change vs previous 13F -49,680 shares

    <0.01% of the 13F portfolio, value $437,765.

    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: 17,600 shares
    • Kestra Advisory Services, LLC: 32,660 shares

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

  7. period ended2024-12-31
    13F 99,940 shares
    Change vs previous 13F -7,160 shares

    0.01% of the 13F portfolio, value $1,244,253.

    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: 16,254 shares
    • Kestra Advisory Services, LLC: 83,686 shares

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

  8. period ended2024-09-30
    13F 107,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,243,434.

    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: 21,304 shares
    • Kestra Advisory Services, LLC: 85,796 shares

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