Kestra Advisory Services, LLC
Holdings in KEY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,421,789 | 1,086,327 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $18,701,513 | 1,000,616 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $16,590,982 | 952,410 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $14,799,848 | 925,569 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $15,853,677 | 924,952 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $15,381,860 | 918,320 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $13,081,313 | 920,571 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $14,192,652 | 897,701 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $11,386,872 | 790,755 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $8,139,703 | 756,478 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,471,752 | 592,181 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $658,013 | 52,557 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,831,834 | 105,157 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,147,496 | 71,629 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $975,476 | 56,615 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $999,289 | 44,651 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $1,007,427 | 43,555 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $940,578 | 43,505 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $870,067 | 42,134 | Shares | Sole | 2022-07-26 |
| 2021-03-31 | $815,843 | 40,833 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $458,544 | 27,943 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $203,096 | 17,024 | Shares | Sole | 2022-07-29 |