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Kestra Advisory Services, LLC: WTPI position timeline

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

Kestra Advisory Services, LLC held 164,662 WTPI 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 164,662 shares
    Change vs previous 13F +17,625 shares

    0.01% of the 13F portfolio, value $5,399,281.

    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: 7,328 shares
    • Kestra Advisory Services, LLC: 157,334 shares

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

  2. period ended2026-03-31
    13F 147,037 shares
    Change vs previous 13F +125,340 shares

    0.01% of the 13F portfolio, value $4,691,941.

    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: 6,953 shares
    • Kestra Advisory Services, LLC: 140,084 shares

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

  3. period ended2025-12-31
    13F 21,697 shares
    Change vs previous 13F +3,563 shares

    <0.01% of the 13F portfolio, value $716,424.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,134 shares
    Change vs previous 13F -1,653 shares

    <0.01% of the 13F portfolio, value $603,329.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,787 shares
    Change vs previous 13F +8,622 shares

    <0.01% of the 13F portfolio, value $633,986.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,165 shares
    Change vs previous 13F +2,857 shares

    <0.01% of the 13F portfolio, value $347,678.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,308 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,882.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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