Skip to content
Disclosery

Kestra Advisory Services, LLC: WPC position timeline

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

Kestra Advisory Services, LLC held 131,818 WPC 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 131,818 shares
    Change vs previous 13F -5,990 shares

    0.02% of the 13F portfolio, value $9,424,963.

    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: 21,589 shares
    • Kestra Advisory Services, LLC: 107,339 shares
    • Kestra Investment Management, LLC: 2,890 shares

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

  2. period ended2026-03-31
    13F 137,808 shares
    Change vs previous 13F -15,020 shares

    0.02% of the 13F portfolio, value $9,365,439.

    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: 21,474 shares
    • Kestra Advisory Services, LLC: 112,815 shares
    • Kestra Investment Management, LLC: 3,519 shares

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

  3. period ended2025-12-31
    13F 152,828 shares
    Change vs previous 13F -543 shares

    0.03% of the 13F portfolio, value $9,836,006.

    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: 21,328 shares
    • Kestra Advisory Services, LLC: 126,787 shares
    • Kestra Investment Management, LLC: 4,713 shares

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

  4. period ended2025-09-30
    13F 153,371 shares
    Change vs previous 13F +47,603 shares

    0.03% of the 13F portfolio, value $10,363,319.

    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: 22,269 shares
    • Kestra Advisory Services, LLC: 126,014 shares
    • Kestra Investment Management, LLC: 5,088 shares

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

  5. period ended2025-06-30
    13F/A 105,768 shares
    Change vs previous 13F -4,652 shares

    0.02% of the 13F portfolio, value $6,597,847.

    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: 23,279 shares
    • Kestra Advisory Services, LLC: 77,568 shares
    • Kestra Investment Management, LLC: 4,921 shares

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

  6. period ended2025-03-31
    13F/A 110,420 shares
    Change vs previous 13F +7,063 shares

    0.02% of the 13F portfolio, value $6,968,607.

    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: 24,034 shares
    • Kestra Advisory Services, LLC: 78,387 shares
    • Kestra Investment Management, LLC: 7,999 shares

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

  7. period ended2024-12-31
    13F 103,357 shares
    Change vs previous 13F +92,650 shares

    0.02% of the 13F portfolio, value $5,630,890.

    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: 25,008 shares
    • Kestra Advisory Services, LLC: 78,349 shares

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

  8. period ended2024-09-30
    13F 10,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $672,685.

    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: 6,420 shares
    • Kestra Advisory Services, LLC: 4,287 shares

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