KESTRA PRIVATE WEALTH SERVICES, LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,068,102 | 170,080 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,077,039 | 169,880 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,024,632 | 150,460 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $1,012,741 | 154,617 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,043,334 | 150,120 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $1,087,322 | 153,144 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,166,043 | 171,477 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,210,952 | 169,364 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $1,057,918 | 165,818 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $954,262 | 161,193 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $982,915 | 151,919 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $915,188 | 147,611 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $806,453 | 141,483 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $758,008 | 137,072 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $809,535 | 128,907 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $924,683 | 114,441 | Shares | Sole | 2022-07-21 |
| 2021-12-31 | $990,985 | 118,256 | Shares | Sole | 2022-07-21 |
| 2021-09-30 | $613,171 | 71,299 | Shares | Sole | 2022-07-26 |
| 2021-06-30 | $637,229 | 70,490 | Shares | Sole | 2022-07-27 |
| 2021-03-31 | $532,078 | 69,735 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $505,638 | 73,281 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $442,432 | 73,616 | Shares | Sole | 2022-07-28 |