Kestra Advisory Services, LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,059,343 | 327,921 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,120,970 | 334,538 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,372,167 | 201,493 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,227,640 | 187,426 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,331,091 | 191,524 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $808,150 | 113,824 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $915,252 | 134,596 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $934,697 | 130,727 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $444,807 | 69,719 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $388,002 | 65,541 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $501,657 | 77,536 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $303,378 | 48,932 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $279,186 | 48,980 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $248,053 | 44,856 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $229,075 | 36,477 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $120,577 | 14,923 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $188,214 | 22,460 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $154,043 | 17,912 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $156,138 | 17,272 | Shares | Sole | 2022-07-26 |
| 2021-03-31 | $121,652 | 15,944 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $84,359 | 12,226 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $73,814 | 12,282 | Shares | Sole | 2022-07-29 |