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Kestra Advisory Services, LLC: YYY position timeline

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

Kestra Advisory Services, LLC held 208,803 YYY 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 208,803 shares
    Change vs previous 13F +2,659 shares

    0.01% of the 13F portfolio, value $2,407,498.

    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: 18,352 shares
    • Kestra Advisory Services, LLC: 190,451 shares

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

  2. period ended2026-03-31
    13F 206,144 shares
    Change vs previous 13F +4,383 shares

    0.01% of the 13F portfolio, value $2,273,760.

    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: 18,020 shares
    • Kestra Advisory Services, LLC: 188,124 shares

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

  3. period ended2025-12-31
    13F 201,761 shares
    Change vs previous 13F +14,789 shares

    0.01% of the 13F portfolio, value $2,322,273.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,217 shares
    • Kestra Advisory Services, LLC: 181,544 shares

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

  4. period ended2025-09-30
    13F 186,972 shares
    Change vs previous 13F +164,083 shares

    0.01% of the 13F portfolio, value $2,208,134.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,915 shares
    • Kestra Advisory Services, LLC: 167,057 shares

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

  5. period ended2025-06-30
    13F 22,889 shares
    Change vs previous 13F -3,109 shares

    <0.01% of the 13F portfolio, value $268,030.

    13F-HR 0001649451-25-000006 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 ended2025-03-31
    13F 25,998 shares
    Change vs previous 13F -6,532 shares

    <0.01% of the 13F portfolio, value $296,637.

    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).

  7. period ended2024-12-31
    13F 32,530 shares
    Change vs previous 13F -53,421 shares

    0.01% of the 13F portfolio, value $374,746.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,530 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 85,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,059,773.

    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: 32,809 shares
    • Kestra Advisory Services, LLC: 53,142 shares

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