Kestra Advisory Services, LLC: WEC position timeline

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

Kestra Advisory Services, LLC held 77,031 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 77,031 shares
Change vs previous 13F +7,593 shares
0.02% of the 13F portfolio, value $8,994,830.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,622 shares
- Kestra Advisory Services, LLC: 40,409 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 69,438 shares
Change vs previous 13F -5,333 shares
0.02% of the 13F portfolio, value $8,038,830.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,196 shares
- Kestra Advisory Services, LLC: 33,242 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 74,771 shares
Change vs previous 13F +3,247 shares
0.02% of the 13F portfolio, value $7,885,297.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,084 shares
- Kestra Advisory Services, LLC: 38,687 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 71,524 shares
Change vs previous 13F +5,072 shares
0.03% of the 13F portfolio, value $8,195,978.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,367 shares
- Kestra Advisory Services, LLC: 36,157 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 66,452 shares
Change vs previous 13F +5,016 shares
0.03% of the 13F portfolio, value $6,924,290.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,937 shares
- Kestra Advisory Services, LLC: 31,515 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 61,436 shares
Change vs previous 13F -902 shares
0.02% of the 13F portfolio, value $6,695,296.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,458 shares
- Kestra Advisory Services, LLC: 26,663 shares
- Kestra Investment Management, LLC: 315 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 62,338 shares
Change vs previous 13F +608 shares
0.02% of the 13F portfolio, value $5,862,268.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,721 shares
- Kestra Advisory Services, LLC: 27,965 shares
- Kestra Investment Management, LLC: 652 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 61,730 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $5,937,199.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,246 shares
- Kestra Advisory Services, LLC: 28,484 shares
Acceptance time not in the bulk data set (spec §4.2).