Kestra Advisory Services, LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $687,831 | 31,639 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $662,923 | 30,805 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $674,009 | 31,540 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $757,406 | 33,205 | Shares | Sole | 2025-05-14 |
| 2024-09-30 | $814,464 | 35,076 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $847,953 | 35,915 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $834,149 | 36,173 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $738,842 | 35,814 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $564,266 | 24,406 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $510,610 | 24,525 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $495,537 | 24,102 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $562,679 | 25,811 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $486,616 | 25,006 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $442,864 | 22,746 | Shares | Sole | 2022-08-12 |