Skip to content

Kestra Advisory Services, LLC: VTWG position timeline

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

Kestra Advisory Services, LLC held 20,081 VTWG 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 20,081 shares
    Change vs previous 13F -14,472 shares

    0.02% of the 13F portfolio, value $5,776,991.

    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 34,553 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $7,913,894.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 34,567 shares
    Change vs previous 13F +386 shares

    0.03% of the 13F portfolio, value $8,157,356.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 34,181 shares
    Change vs previous 13F -346 shares

    0.04% of the 13F portfolio, value $7,990,757.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 34,527 shares
    Change vs previous 13F +1,047 shares

    0.04% of the 13F portfolio, value $7,197,897.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 33,480 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $6,239,333.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 33,416 shares
    Change vs previous 13F +941 shares

    0.04% of the 13F portfolio, value $7,022,038.

    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 32,475 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,730,431.

    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).