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Kestra Advisory Services, LLC: WY position timeline

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

Kestra Advisory Services, LLC held 49,829 WY 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 49,829 shares
    Change vs previous 13F -5,922 shares

    <0.01% of the 13F portfolio, value $1,192,898.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 55,751 shares
    Change vs previous 13F +5,696 shares

    0.01% of the 13F portfolio, value $1,361,994.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 50,055 shares
    Change vs previous 13F +11,126 shares

    <0.01% of the 13F portfolio, value $1,185,810.

    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 38,929 shares
    Change vs previous 13F -11,948 shares

    <0.01% of the 13F portfolio, value $965,053.

    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: 0 shares
    • Kestra Advisory Services, LLC: 38,929 shares

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

  5. period ended2025-06-30
    13F 50,877 shares
    Change vs previous 13F +2,051 shares

    <0.01% of the 13F portfolio, value $1,307,041.

    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: 8,724 shares
    • Kestra Advisory Services, LLC: 42,153 shares

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

  6. period ended2025-03-31
    13F 48,826 shares
    Change vs previous 13F -673 shares

    0.01% of the 13F portfolio, value $1,429,625.

    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 49,499 shares
    Change vs previous 13F -1,137 shares

    0.01% of the 13F portfolio, value $1,393,397.

    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).

  8. period ended2024-09-30
    13F 50,636 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,714,548.

    13F-HR 0001830819-24-000009 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).