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Kestra Advisory Services, LLC: WFC position timeline

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

Kestra Advisory Services, LLC held 678,961 WFC 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 678,961 shares
    Change vs previous 13F +339,598 shares

    0.12% of the 13F portfolio, value $56,109,269.

    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: 117,059 shares
    • Kestra Advisory Services, LLC: 556,012 shares
    • Kestra Investment Management, LLC: 5,890 shares

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

  2. period ended2026-03-31
    13F 339,363 shares
    Change vs previous 13F +252 shares

    0.07% of the 13F portfolio, value $27,016,697.

    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: 126,041 shares
    • Kestra Advisory Services, LLC: 210,440 shares
    • Kestra Investment Management, LLC: 2,882 shares

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

  3. period ended2025-12-31
    13F 339,111 shares
    Change vs previous 13F -2,252 shares

    0.1% of the 13F portfolio, value $31,605,206.

    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: 133,835 shares
    • Kestra Advisory Services, LLC: 205,276 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 341,363 shares
    Change vs previous 13F +26,986 shares

    0.09% of the 13F portfolio, value $28,613,016.

    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: 131,200 shares
    • Kestra Advisory Services, LLC: 193,458 shares
    • Kestra Investment Management, LLC: 16,705 shares

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

  5. period ended2025-06-30
    13F/A 314,377 shares
    Change vs previous 13F +30,150 shares

    0.08% of the 13F portfolio, value $25,187,828.

    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: 130,725 shares
    • Kestra Advisory Services, LLC: 167,107 shares
    • Kestra Investment Management, LLC: 16,545 shares

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

  6. period ended2025-03-31
    13F/A 284,227 shares
    Change vs previous 13F +687 shares

    0.07% of the 13F portfolio, value $20,404,656.

    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: 116,946 shares
    • Kestra Advisory Services, LLC: 159,101 shares
    • Kestra Investment Management, LLC: 8,180 shares

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

  7. period ended2024-12-31
    13F 283,540 shares
    Change vs previous 13F -339,903 shares

    0.07% of the 13F portfolio, value $19,915,836.

    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: 98,699 shares
    • Kestra Advisory Services, LLC: 176,568 shares
    • Kestra Investment Management, LLC: 8,273 shares

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

  8. period ended2024-09-30
    13F 623,443 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $35,218,314.

    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: 78,942 shares
    • Kestra Advisory Services, LLC: 536,931 shares
    • Kestra Investment Management, LLC: 7,570 shares

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