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Kestra Advisory Services, LLC: YEAR position timeline

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

Kestra Advisory Services, LLC held 57,731 YEAR 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 57,731 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $2,906,184.

    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 57,658 shares
    Change vs previous 13F -32,695 shares

    0.01% of the 13F portfolio, value $2,910,297.

    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 90,353 shares
    Change vs previous 13F -108,905 shares

    0.02% of the 13F portfolio, value $4,561,044.

    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 199,258 shares
    Change vs previous 13F +94,001 shares

    0.05% of the 13F portfolio, value $10,097,407.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 105,257 shares
    Change vs previous 13F +23,640 shares

    0.03% of the 13F portfolio, value $5,332,308.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 81,617 shares
    Change vs previous 13F +25,934 shares

    0.02% of the 13F portfolio, value $4,130,636.

    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 55,683 shares
    Change vs previous 13F -45,632 shares

    0.02% of the 13F portfolio, value $2,803,639.

    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 101,315 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,151,378.

    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: 0 shares
    • Kestra Advisory Services, LLC: 101,315 shares

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