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Kestra Advisory Services, LLC: VTV position timeline

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

Kestra Advisory Services, LLC held 1,478,048 VTV 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 1,478,048 shares
    Change vs previous 13F +79,748 shares

    0.71% of the 13F portfolio, value $322,110,926.

    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: 432,511 shares
    • Kestra Advisory Services, LLC: 1,030,956 shares
    • Kestra Investment Management, LLC: 14,581 shares

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

  2. period ended2026-03-31
    13F 1,398,300 shares
    Change vs previous 13F +51,287 shares

    0.68% of the 13F portfolio, value $274,346,504.

    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: 422,508 shares
    • Kestra Advisory Services, LLC: 966,359 shares
    • Kestra Investment Management, LLC: 9,433 shares

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

  3. period ended2025-12-31
    13F 1,347,013 shares
    Change vs previous 13F +153,128 shares

    0.71% of the 13F portfolio, value $257,265,936.

    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: 402,563 shares
    • Kestra Advisory Services, LLC: 931,476 shares
    • Kestra Investment Management, LLC: 12,974 shares

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

  4. period ended2025-09-30
    13F 1,193,885 shares
    Change vs previous 13F +5,285 shares

    0.67% of the 13F portfolio, value $222,659,402.

    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: 389,028 shares
    • Kestra Advisory Services, LLC: 792,300 shares
    • Kestra Investment Management, LLC: 12,557 shares

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

  5. period ended2025-06-30
    13F/A 1,188,600 shares
    Change vs previous 13F -33,128 shares

    0.68% of the 13F portfolio, value $210,073,095.

    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: 378,676 shares
    • Kestra Advisory Services, LLC: 797,777 shares
    • Kestra Investment Management, LLC: 12,147 shares

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

  6. period ended2025-03-31
    13F/A 1,221,728 shares
    Change vs previous 13F -114,419 shares

    0.71% of the 13F portfolio, value $211,041,294.

    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: 377,996 shares
    • Kestra Advisory Services, LLC: 842,445 shares
    • Kestra Investment Management, LLC: 1,287 shares

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

  7. period ended2024-12-31
    13F 1,336,147 shares
    Change vs previous 13F +103,197 shares

    0.85% of the 13F portfolio, value $226,209,767.

    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: 357,306 shares
    • Kestra Advisory Services, LLC: 971,452 shares
    • Kestra Investment Management, LLC: 7,389 shares

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

  8. period ended2024-09-30
    13F 1,232,950 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $215,236,158.

    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: 326,125 shares
    • Kestra Advisory Services, LLC: 901,424 shares
    • Kestra Investment Management, LLC: 5,401 shares

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