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Kestra Advisory Services, LLC: YSEP position timeline

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

Kestra Advisory Services, LLC held 22,691 YSEP 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 22,691 shares
    Change vs previous 13F -10,769 shares

    <0.01% of the 13F portfolio, value $624,910.

    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 33,460 shares
    Change vs previous 13F +12,494 shares

    <0.01% of the 13F portfolio, value $875,662.

    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 20,966 shares
    Change vs previous 13F +7,023 shares

    <0.01% of the 13F portfolio, value $545,428.

    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 13,943 shares
    Change vs previous 13F +814 shares

    <0.01% of the 13F portfolio, value $355,547.

    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 13,129 shares
    Change vs previous 13F +3,853 shares

    <0.01% of the 13F portfolio, value $320,348.

    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 9,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,843.

    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).