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Kestra Advisory Services, LLC: WD position timeline

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

Kestra Advisory Services, LLC held 14,493 WD 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 14,493 shares
    Change vs previous 13F +1,134 shares

    <0.01% of the 13F portfolio, value $792,745.

    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 13,359 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $592,889.

    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 13,584 shares
    Change vs previous 13F +882 shares

    <0.01% of the 13F portfolio, value $817,094.

    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 12,702 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $1,062,135.

    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: 12,702 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 12,581 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $886,715.

    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: 12,560 shares
    • Kestra Investment Management, LLC: 21 shares

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

  6. period ended2025-03-31
    13F 12,426 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $1,060,683.

    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 12,278 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $1,193,544.

    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 12,514 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,421,504.

    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).