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Kestra Advisory Services, LLC: ZION position timeline

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

Kestra Advisory Services, LLC held 25,176 ZION 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 25,176 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $1,741,949.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,376 shares
    • Kestra Advisory Services, LLC: 5,800 shares

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

  2. period ended2026-03-31
    13F 25,647 shares
    Change vs previous 13F -3,991 shares

    <0.01% of the 13F portfolio, value $1,477,778.

    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: 19,843 shares
    • Kestra Advisory Services, LLC: 5,804 shares

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

  3. period ended2025-12-31
    13F 29,638 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $1,735,003.

    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: 19,323 shares
    • Kestra Advisory Services, LLC: 10,315 shares

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

  4. period ended2025-09-30
    13F 29,663 shares
    Change vs previous 13F -437 shares

    0.01% of the 13F portfolio, value $1,678,311.

    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: 19,309 shares
    • Kestra Advisory Services, LLC: 10,354 shares

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

  5. period ended2025-06-30
    13F 30,100 shares
    Change vs previous 13F +1,147 shares

    0.01% of the 13F portfolio, value $1,563,399.

    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: 19,396 shares
    • Kestra Advisory Services, LLC: 10,704 shares

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

  6. period ended2025-03-31
    13F 28,953 shares
    Change vs previous 13F +843 shares

    0.01% of the 13F portfolio, value $1,443,596.

    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: 19,319 shares
    • Kestra Advisory Services, LLC: 9,634 shares

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

  7. period ended2024-12-31
    13F 28,110 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $1,524,968.

    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: 18,779 shares
    • Kestra Advisory Services, LLC: 9,331 shares

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

  8. period ended2024-09-30
    13F 28,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,332,291.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,625 shares
    • Kestra Advisory Services, LLC: 9,590 shares

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