Skip to content
Disclosery

Kestra Advisory Services, LLC: WHR position timeline

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

Kestra Advisory Services, LLC held 21,811 WHR 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 21,811 shares
    Change vs previous 13F -14,674 shares

    <0.01% of the 13F portfolio, value $859,786.

    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: 5,621 shares
    • Kestra Advisory Services, LLC: 16,190 shares

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

  2. period ended2026-03-31
    13F 36,485 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $1,967,272.

    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: 6,602 shares
    • Kestra Advisory Services, LLC: 29,883 shares

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

  3. period ended2025-12-31
    13F 36,622 shares
    Change vs previous 13F -819 shares

    0.01% of the 13F portfolio, value $2,641,897.

    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: 6,411 shares
    • Kestra Advisory Services, LLC: 30,211 shares

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

  4. period ended2025-09-30
    13F 37,441 shares
    Change vs previous 13F +18,542 shares

    0.01% of the 13F portfolio, value $2,942,836.

    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: 6,688 shares
    • Kestra Advisory Services, LLC: 30,753 shares

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

  5. period ended2025-06-30
    13F 18,899 shares
    Change vs previous 13F -1,370 shares

    0.01% of the 13F portfolio, value $1,916,737.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,471 shares
    • Kestra Advisory Services, LLC: 9,428 shares

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

  6. period ended2025-03-31
    13F 20,269 shares
    Change vs previous 13F -5,608 shares

    0.01% of the 13F portfolio, value $1,826,845.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,686 shares
    • Kestra Advisory Services, LLC: 6,583 shares

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

  7. period ended2024-12-31
    13F 25,877 shares
    Change vs previous 13F -1,631 shares

    0.01% of the 13F portfolio, value $2,962,399.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,914 shares
    • Kestra Advisory Services, LLC: 11,963 shares

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

  8. period ended2024-09-30
    13F 27,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,943,360.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,103 shares
    • Kestra Advisory Services, LLC: 13,405 shares

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