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Kestra Advisory Services, LLC: YLD position timeline

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

Kestra Advisory Services, LLC held 0 YLD shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -27,207 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 27,207 shares
    Change vs previous 13F -17,140 shares

    <0.01% of the 13F portfolio, value $517,066.

    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: 18,001 shares
    • Kestra Advisory Services, LLC: 9,206 shares

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

  3. period ended2025-09-30
    13F 44,347 shares
    Change vs previous 13F -5,751 shares

    <0.01% of the 13F portfolio, value $862,524.

    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: 34,086 shares
    • Kestra Advisory Services, LLC: 10,261 shares

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

  4. period ended2025-06-30
    13F 50,098 shares
    Change vs previous 13F +11,901 shares

    <0.01% of the 13F portfolio, value $970,405.

    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: 38,840 shares
    • Kestra Advisory Services, LLC: 11,258 shares

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

  5. period ended2025-03-31
    13F 38,197 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $727,653.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 ended2024-12-31
    13F 38,078 shares
    Change vs previous 13F +669 shares

    0.01% of the 13F portfolio, value $730,336.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 ended2024-09-30
    13F 37,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,598.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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