Kestra Advisory Services, LLC: XYZ position timeline

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

Kestra Advisory Services, LLC held 69,742 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 69,742 shares
Change vs previous 13F +4,953 shares
0.01% of the 13F portfolio, value $5,300,366.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,270 shares
- Kestra Advisory Services, LLC: 43,472 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 64,789 shares
Change vs previous 13F -3,130 shares
0.01% of the 13F portfolio, value $3,898,952.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,487 shares
- Kestra Advisory Services, LLC: 47,302 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 67,919 shares
Change vs previous 13F -5,532 shares
0.01% of the 13F portfolio, value $4,420,858.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,125 shares
- Kestra Advisory Services, LLC: 46,794 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 73,451 shares
Change vs previous 13F -3,224 shares
0.02% of the 13F portfolio, value $5,308,313.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,082 shares
- Kestra Advisory Services, LLC: 50,369 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 76,675 shares
Change vs previous 13F -2,669 shares
0.02% of the 13F portfolio, value $5,208,513.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,705 shares
- Kestra Advisory Services, LLC: 54,970 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 79,344 shares
Change vs previous 13F +1,619 shares
0.01% of the 13F portfolio, value $4,310,760.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,696 shares
- Kestra Advisory Services, LLC: 55,592 shares
- Kestra Investment Management, LLC: 56 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 77,725 shares
Change vs previous 13F +1,436 shares
0.02% of the 13F portfolio, value $6,605,847.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,168 shares
- Kestra Advisory Services, LLC: 54,885 shares
- Kestra Investment Management, LLC: 672 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 76,289 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $5,121,267.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,543 shares
- Kestra Advisory Services, LLC: 54,746 shares
Acceptance time not in the bulk data set (spec §4.2).