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Kestra Advisory Services, LLC: WSO position timeline

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

Kestra Advisory Services, LLC held 843 WSO 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 843 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $351,281.

    13F-HR 0001649451-26-000008 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).

  2. period ended2026-03-31
    13F 895 shares
    Change vs previous 13F -1,270 shares

    <0.01% of the 13F portfolio, value $325,552.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 895 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 2,165 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $729,500.

    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: 1,047 shares
    • Kestra Advisory Services, LLC: 1,118 shares

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

  4. period ended2025-09-30
    13F 2,788 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $1,127,466.

    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: 1,217 shares
    • Kestra Advisory Services, LLC: 1,571 shares

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

  5. period ended2025-06-30
    13F/A 2,926 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $1,292,063.

    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: 1,544 shares
    • Kestra Advisory Services, LLC: 1,382 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 2,913 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $1,480,679.

    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: 1,421 shares
    • Kestra Advisory Services, LLC: 1,445 shares
    • Kestra Investment Management, LLC: 47 shares

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

  7. period ended2024-12-31
    13F 2,975 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $1,409,823.

    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: 1,337 shares
    • Kestra Advisory Services, LLC: 1,613 shares
    • Kestra Investment Management, LLC: 25 shares

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

  8. period ended2024-09-30
    13F 2,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,086,702.

    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: 973 shares
    • Kestra Advisory Services, LLC: 1,236 shares

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