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Kestra Advisory Services, LLC: VYM position timeline

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

Kestra Advisory Services, LLC held 1,295,485 VYM 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 1,295,485 shares
    Change vs previous 13F -27,606 shares

    0.45% of the 13F portfolio, value $204,725,549.

    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: 57,049 shares
    • Kestra Advisory Services, LLC: 1,236,739 shares
    • Kestra Investment Management, LLC: 1,697 shares

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

  2. period ended2026-03-31
    13F 1,323,091 shares
    Change vs previous 13F +166,410 shares

    0.49% of the 13F portfolio, value $195,949,691.

    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: 60,454 shares
    • Kestra Advisory Services, LLC: 1,260,883 shares
    • Kestra Investment Management, LLC: 1,754 shares

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

  3. period ended2025-12-31
    13F 1,156,681 shares
    Change vs previous 13F +24,528 shares

    0.46% of the 13F portfolio, value $166,006,798.

    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: 59,168 shares
    • Kestra Advisory Services, LLC: 1,095,800 shares
    • Kestra Investment Management, LLC: 1,713 shares

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

  4. period ended2025-09-30
    13F 1,132,153 shares
    Change vs previous 13F +6,765 shares

    0.48% of the 13F portfolio, value $159,576,835.

    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: 57,463 shares
    • Kestra Advisory Services, LLC: 1,072,883 shares
    • Kestra Investment Management, LLC: 1,807 shares

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

  5. period ended2025-06-30
    13F/A 1,125,388 shares
    Change vs previous 13F +98,338 shares

    0.49% of the 13F portfolio, value $150,025,427.

    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: 60,642 shares
    • Kestra Advisory Services, LLC: 1,061,435 shares
    • Kestra Investment Management, LLC: 3,311 shares

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

  6. period ended2025-03-31
    13F/A 1,027,050 shares
    Change vs previous 13F -55,614 shares

    0.44% of the 13F portfolio, value $132,448,368.

    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: 56,503 shares
    • Kestra Advisory Services, LLC: 968,903 shares
    • Kestra Investment Management, LLC: 1,644 shares

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

  7. period ended2024-12-31
    13F 1,082,664 shares
    Change vs previous 13F -17,937 shares

    0.57% of the 13F portfolio, value $138,137,072.

    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: 76,086 shares
    • Kestra Advisory Services, LLC: 1,006,578 shares

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

  8. period ended2024-09-30
    13F 1,100,601 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $141,097,013.

    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: 83,910 shares
    • Kestra Advisory Services, LLC: 1,016,691 shares

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