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Kestra Advisory Services, LLC: YDEC position timeline

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

Kestra Advisory Services, LLC held 44,741 YDEC 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 44,741 shares
    Change vs previous 13F -13,175 shares

    <0.01% of the 13F portfolio, value $1,232,386.

    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: 17,650 shares
    • Kestra Advisory Services, LLC: 27,091 shares

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

  2. period ended2026-03-31
    13F 57,916 shares
    Change vs previous 13F +17,509 shares

    <0.01% of the 13F portfolio, value $1,523,191.

    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: 17,650 shares
    • Kestra Advisory Services, LLC: 40,266 shares

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

  3. period ended2025-12-31
    13F 40,407 shares
    Change vs previous 13F +4,578 shares

    <0.01% of the 13F portfolio, value $1,058,260.

    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: 21,350 shares
    • Kestra Advisory Services, LLC: 19,057 shares

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

  4. period ended2025-09-30
    13F 35,829 shares
    Change vs previous 13F +230 shares

    <0.01% of the 13F portfolio, value $919,909.

    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: 21,350 shares
    • Kestra Advisory Services, LLC: 14,479 shares

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

  5. period ended2025-06-30
    13F 35,599 shares
    Change vs previous 13F +2,935 shares

    <0.01% of the 13F portfolio, value $891,933.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,380 shares
    • Kestra Advisory Services, LLC: 14,219 shares

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

  6. period ended2025-03-31
    13F 32,664 shares
    Change vs previous 13F +20,557 shares

    <0.01% of the 13F portfolio, value $774,441.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,380 shares
    • Kestra Advisory Services, LLC: 11,284 shares

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

  7. period ended2024-12-31
    13F 12,107 shares
    Change vs previous 13F +1,011 shares

    <0.01% of the 13F portfolio, value $273,255.

    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 11,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,157.

    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).