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Kestra Advisory Services, LLC: VTWO position timeline

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

Kestra Advisory Services, LLC held 99,340 VTWO 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 99,340 shares
    Change vs previous 13F -7,054 shares

    0.03% of the 13F portfolio, value $12,061,844.

    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: 31,251 shares
    • Kestra Advisory Services, LLC: 68,089 shares

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

  2. period ended2026-03-31
    13F 106,394 shares
    Change vs previous 13F +24,334 shares

    0.03% of the 13F portfolio, value $10,657,451.

    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: 31,846 shares
    • Kestra Advisory Services, LLC: 74,548 shares

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

  3. period ended2025-12-31
    13F 82,060 shares
    Change vs previous 13F +2,561 shares

    0.03% of the 13F portfolio, value $8,166,596.

    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: 18,377 shares
    • Kestra Advisory Services, LLC: 63,683 shares

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

  4. period ended2025-09-30
    13F 79,499 shares
    Change vs previous 13F -7,559 shares

    0.03% of the 13F portfolio, value $7,776,589.

    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: 17,599 shares
    • Kestra Advisory Services, LLC: 61,900 shares

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

  5. period ended2025-06-30
    13F 87,058 shares
    Change vs previous 13F -6,032 shares

    0.03% of the 13F portfolio, value $7,593,165.

    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: 18,308 shares
    • Kestra Advisory Services, LLC: 68,750 shares

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

  6. period ended2025-03-31
    13F 93,090 shares
    Change vs previous 13F +5,381 shares

    0.03% of the 13F portfolio, value $7,507,708.

    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: 18,456 shares
    • Kestra Advisory Services, LLC: 74,634 shares

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

  7. period ended2024-12-31
    13F 87,709 shares
    Change vs previous 13F +19,893 shares

    0.03% of the 13F portfolio, value $7,835,045.

    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: 14,345 shares
    • Kestra Advisory Services, LLC: 73,364 shares

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

  8. period ended2024-09-30
    13F 67,816 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,060,027.

    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: 18,630 shares
    • Kestra Advisory Services, LLC: 49,186 shares

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