Kestra Advisory Services, LLC
CIK
0001830819
City
AUSTIN
State / Country
TX
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $587,288 | 25,130 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $571,803 | 24,861 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $567,781 | 26,594 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $427,802 | 23,162 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $576,066 | 28,660 | Shares | Sole | 2025-02-10 |
| 2024-06-30 | $253,093 | 12,661 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $243,839 | 12,511 | Shares | Sole | 2024-05-15 |
| 2023-06-30 | $249,255 | 13,466 | Shares | Sole | 2023-08-11 |
| 2022-12-31 | $504,081 | 29,444 | Shares | Sole | 2023-01-31 |
| 2022-06-30 | $515,304 | 29,312 | Shares | Sole | 2022-08-12 |