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Kestra Advisory Services, LLC: WTW position timeline

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

Kestra Advisory Services, LLC held 1,799 WTW 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 1,799 shares
    Change vs previous 13F -2,593 shares

    <0.01% of the 13F portfolio, value $472,001.

    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: 0 shares
    • Kestra Advisory Services, LLC: 1,799 shares

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

  2. period ended2026-03-31
    13F 4,392 shares
    Change vs previous 13F -3,106 shares

    <0.01% of the 13F portfolio, value $1,276,643.

    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: 2,561 shares
    • Kestra Advisory Services, LLC: 1,831 shares

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

  3. period ended2025-12-31
    13F 7,498 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $2,463,609.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,368 shares
    • Kestra Advisory Services, LLC: 2,130 shares

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

  4. period ended2025-09-30
    13F 6,249 shares
    Change vs previous 13F +2,265 shares

    0.01% of the 13F portfolio, value $2,158,456.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,424 shares
    • Kestra Advisory Services, LLC: 2,825 shares

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

  5. period ended2025-06-30
    13F 3,984 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $1,221,159.

    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: 1,138 shares
    • Kestra Advisory Services, LLC: 2,846 shares

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

  6. period ended2025-03-31
    13F 4,012 shares
    Change vs previous 13F +532 shares

    0.01% of the 13F portfolio, value $1,355,855.

    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: 1,155 shares
    • Kestra Advisory Services, LLC: 2,857 shares

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

  7. period ended2024-12-31
    13F 3,480 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $1,090,075.

    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: 1,372 shares
    • Kestra Advisory Services, LLC: 2,108 shares

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

  8. period ended2024-09-30
    13F 3,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $990,081.

    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: 1,354 shares
    • Kestra Advisory Services, LLC: 2,008 shares

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