KESTRA PRIVATE WEALTH SERVICES, LLC
CIK
0001649451
City
SAN DIEGO
State / Country
CA
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $208,239 | 24,909 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $221,539 | 26,756 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $197,291 | 24,297 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $148,300 | 20,279 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $140,457 | 16,613 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $119,184 | 15,767 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $110,853 | 14,627 | Shares | Sole | 2024-08-12 |
| 2021-03-31 | $193,963 | 14,630 | Shares | Sole | 2022-07-27 |