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Kestra Advisory Services, LLC: WTAI position timeline

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

Kestra Advisory Services, LLC held 317,301 WTAI 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 317,301 shares
    Change vs previous 13F +19,813 shares

    0.04% of the 13F portfolio, value $15,062,297.

    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: 16,784 shares
    • Kestra Advisory Services, LLC: 300,517 shares

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

  2. period ended2026-03-31
    13F 297,488 shares
    Change vs previous 13F +120,754 shares

    0.02% of the 13F portfolio, value $8,398,088.

    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: 16,486 shares
    • Kestra Advisory Services, LLC: 281,002 shares

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

  3. period ended2025-12-31
    13F 176,734 shares
    Change vs previous 13F +4,297 shares

    0.02% of the 13F portfolio, value $5,150,021.

    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: 21,242 shares
    • Kestra Advisory Services, LLC: 155,492 shares

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

  4. period ended2025-09-30
    13F 172,437 shares
    Change vs previous 13F +17,595 shares

    0.02% of the 13F portfolio, value $4,924,795.

    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: 20,874 shares
    • Kestra Advisory Services, LLC: 151,563 shares

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

  5. period ended2025-06-30
    13F 154,842 shares
    Change vs previous 13F -5,877 shares

    0.01% of the 13F portfolio, value $3,802,919.

    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: 14,806 shares
    • Kestra Advisory Services, LLC: 140,036 shares

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

  6. period ended2025-03-31
    13F 160,719 shares
    Change vs previous 13F +2,357 shares

    0.01% of the 13F portfolio, value $3,053,661.

    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: 12,306 shares
    • Kestra Advisory Services, LLC: 148,413 shares

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

  7. period ended2024-12-31
    13F 158,362 shares
    Change vs previous 13F -783 shares

    0.01% of the 13F portfolio, value $3,483,964.

    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: 9,730 shares
    • Kestra Advisory Services, LLC: 148,632 shares

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

  8. period ended2024-09-30
    13F 159,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,171,767.

    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: 11,920 shares
    • Kestra Advisory Services, LLC: 147,225 shares

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