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Kestra Advisory Services, LLC: VTS position timeline

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

Kestra Advisory Services, LLC held 13,272 VTS 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 13,272 shares
    Change vs previous 13F -2,998 shares

    <0.01% of the 13F portfolio, value $209,304.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 16,270 shares
    Change vs previous 13F -50,096 shares

    <0.01% of the 13F portfolio, value $295,464.

    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: 0 shares
    • Kestra Advisory Services, LLC: 16,270 shares

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

  3. period ended2025-12-31
    13F 66,366 shares
    Change vs previous 13F +46,217 shares

    <0.01% of the 13F portfolio, value $1,278,204.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,118 shares
    • Kestra Advisory Services, LLC: 21,248 shares

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

  4. period ended2025-09-30
    13F 20,149 shares
    Change vs previous 13F -3,112 shares

    <0.01% of the 13F portfolio, value $468,061.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 20,149 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 23,261 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $513,842.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 23,188 shares
    • Kestra Investment Management, LLC: 73 shares

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

  6. period ended2025-03-31
    13F/A 23,504 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $577,964.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 23,341 shares
    • Kestra Investment Management, LLC: 163 shares

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

  7. period ended2024-12-31
    13F 23,330 shares
    Change vs previous 13F -1,910 shares

    <0.01% of the 13F portfolio, value $583,250.

    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).

  8. period ended2024-09-30
    13F 25,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $606,254.

    13F-HR 0001830819-24-000009 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).