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Kestra Advisory Services, LLC: WES position timeline

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

Kestra Advisory Services, LLC held 72,210 WES 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 72,210 shares
    Change vs previous 13F +417 shares

    0.01% of the 13F portfolio, value $3,159,911.

    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: 10,760 shares
    • Kestra Advisory Services, LLC: 61,450 shares

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

  2. period ended2026-03-31
    13F 71,793 shares
    Change vs previous 13F -3,460 shares

    0.01% of the 13F portfolio, value $2,955,709.

    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: 19,499 shares
    • Kestra Advisory Services, LLC: 52,294 shares

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

  3. period ended2025-12-31
    13F 75,253 shares
    Change vs previous 13F -5,980 shares

    0.01% of the 13F portfolio, value $2,972,492.

    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: 18,341 shares
    • Kestra Advisory Services, LLC: 56,912 shares

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

  4. period ended2025-09-30
    13F 81,233 shares
    Change vs previous 13F +7,682 shares

    0.01% of the 13F portfolio, value $3,191,651.

    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: 25,453 shares
    • Kestra Advisory Services, LLC: 55,780 shares

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

  5. period ended2025-06-30
    13F 73,551 shares
    Change vs previous 13F +15,156 shares

    0.01% of the 13F portfolio, value $2,846,408.

    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: 21,001 shares
    • Kestra Advisory Services, LLC: 52,550 shares

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

  6. period ended2025-03-31
    13F 58,395 shares
    Change vs previous 13F -2,706 shares

    0.01% of the 13F portfolio, value $2,391,859.

    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: 10,740 shares
    • Kestra Advisory Services, LLC: 47,655 shares

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

  7. period ended2024-12-31
    13F 61,101 shares
    Change vs previous 13F +43,157 shares

    0.01% of the 13F portfolio, value $2,348,112.

    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: 15,202 shares
    • Kestra Advisory Services, LLC: 45,899 shares

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

  8. period ended2024-09-30
    13F 17,944 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $686,537.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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