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Kestra Advisory Services, LLC: WDC position timeline

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

Kestra Advisory Services, LLC held 29,390 WDC 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 29,390 shares
    Change vs previous 13F +5,472 shares

    0.04% of the 13F portfolio, value $18,772,342.

    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: 10,560 shares
    • Kestra Advisory Services, LLC: 18,053 shares
    • Kestra Investment Management, LLC: 777 shares

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

  2. period ended2026-03-31
    13F 23,918 shares
    Change vs previous 13F -3,447 shares

    0.02% of the 13F portfolio, value $6,469,682.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,439 shares
    • Kestra Advisory Services, LLC: 10,262 shares
    • Kestra Investment Management, LLC: 1,217 shares

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

  3. period ended2025-12-31
    13F 27,365 shares
    Change vs previous 13F +6,870 shares

    0.01% of the 13F portfolio, value $4,714,086.

    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: 13,424 shares
    • Kestra Advisory Services, LLC: 13,941 shares

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

  4. period ended2025-09-30
    13F 20,495 shares
    Change vs previous 13F +2,027 shares

    0.01% of the 13F portfolio, value $2,460,531.

    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: 8,251 shares
    • Kestra Advisory Services, LLC: 12,244 shares

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

  5. period ended2025-06-30
    13F/A 18,468 shares
    Change vs previous 13F +976 shares

    <0.01% of the 13F portfolio, value $1,181,775.

    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: 8,353 shares
    • Kestra Advisory Services, LLC: 10,115 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 17,492 shares
    Change vs previous 13F +3,290 shares

    <0.01% of the 13F portfolio, value $707,202.

    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: 7,209 shares
    • Kestra Advisory Services, LLC: 10,237 shares
    • Kestra Investment Management, LLC: 46 shares

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

  7. period ended2024-12-31
    13F 14,202 shares
    Change vs previous 13F -1,422 shares

    <0.01% of the 13F portfolio, value $846,865.

    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: 4,861 shares
    • Kestra Advisory Services, LLC: 9,136 shares
    • Kestra Investment Management, LLC: 205 shares

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

  8. period ended2024-09-30
    13F 15,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,066,950.

    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: 5,950 shares
    • Kestra Advisory Services, LLC: 9,674 shares

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