Kestra Advisory Services, LLC: WTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on WTV, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 526,192 WTV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 526,192 sharesChange vs previous 13F +92,449 shares
0.13% of the 13F portfolio, value $53,524,302.
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: 9,477 shares
- Kestra Advisory Services, LLC: 516,715 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 433,743 sharesChange vs previous 13F +27,325 shares
0.12% of the 13F portfolio, value $41,088,518.
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: 8,825 shares
- Kestra Advisory Services, LLC: 424,918 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 406,418 sharesChange vs previous 13F +208,771 shares
0.12% of the 13F portfolio, value $37,918,795.
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: 2,926 shares
- Kestra Advisory Services, LLC: 403,492 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 197,647 sharesChange vs previous 13F -17,328 shares
0.08% of the 13F portfolio, value $17,987,857.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 214,975 sharesChange vs previous 13F -13,795 shares
0.09% of the 13F portfolio, value $18,573,827.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228,770 sharesChange vs previous 13F +116,541 shares
0.09% of the 13F portfolio, value $18,798,031.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 112,229 sharesChange vs previous 13F +48,316 shares
0.05% of the 13F portfolio, value $9,380,100.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,913 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $5,113,329.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).