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Kestra Advisory Services, LLC: WSM position timeline

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

Kestra Advisory Services, LLC held 17,398 WSM 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 17,398 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $4,055,369.

    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: 1,518 shares
    • Kestra Advisory Services, LLC: 14,869 shares
    • Kestra Investment Management, LLC: 1,011 shares

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

  2. period ended2026-03-31
    13F 16,252 shares
    Change vs previous 13F +1,144 shares

    0.01% of the 13F portfolio, value $2,963,214.

    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: 1,767 shares
    • Kestra Advisory Services, LLC: 14,485 shares

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

  3. period ended2025-12-31
    13F 15,108 shares
    Change vs previous 13F -2,413 shares

    0.01% of the 13F portfolio, value $2,698,101.

    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: 1,833 shares
    • Kestra Advisory Services, LLC: 13,275 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 17,521 shares
    Change vs previous 13F +6,372 shares

    0.01% of the 13F portfolio, value $3,424,580.

    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: 2,066 shares
    • Kestra Advisory Services, LLC: 14,377 shares
    • Kestra Investment Management, LLC: 1,078 shares

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

  5. period ended2025-06-30
    13F/A 11,149 shares
    Change vs previous 13F +4,363 shares

    0.01% of the 13F portfolio, value $1,821,382.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,063 shares
    • Kestra Advisory Services, LLC: 4,089 shares
    • Kestra Investment Management, LLC: 4,997 shares

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

  6. period ended2025-03-31
    13F/A 6,786 shares
    Change vs previous 13F -2,257 shares

    <0.01% of the 13F portfolio, value $1,072,867.

    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: 2,013 shares
    • Kestra Advisory Services, LLC: 3,857 shares
    • Kestra Investment Management, LLC: 916 shares

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

  7. period ended2024-12-31
    13F 9,043 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $1,674,585.

    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: 1,956 shares
    • Kestra Advisory Services, LLC: 3,903 shares
    • Kestra Investment Management, LLC: 3,184 shares

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

  8. period ended2024-09-30
    13F 7,840 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,214,515.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,462 shares
    • Kestra Investment Management, LLC: 3,378 shares

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