Current Market Value 6,957,281,867
Current Holdings 1611
Most Recent File Date 2025-08-07
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kestra Private Wealth Services, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 1611 6,957,282
2025-05-05 2025-03-31 13F-HR 1506 5,996,600
2025-01-28 2024-12-31 13F-HR 1416 5,885,730
2024-11-13 2024-09-30 13F-HR 1368 5,454,031
2024-08-12 2024-06-30 13F-HR 1351 4,994,103
2024-05-02 2024-03-31 13F-HR 1307 4,433,365
2024-02-05 2023-12-31 13F-HR 1219 3,919,019
2023-11-08 2023-09-30 13F-HR 1168 3,180,785
2023-08-08 2023-06-30 13F-HR 1086 2,920,618
2023-05-12 2023-03-31 13F-HR 1057 2,513,442
2023-02-01 2022-12-31 13F-HR 896 1,973,528
2022-11-14 2022-09-30 13F-HR 905 1,728
2022-08-12 2022-06-30 13F-HR 918 1,752
2022-07-21 2022-03-31 13F-HR/A 1 R 977 2,016
2022-05-26 2022-03-31 13F-HR 977 2,016,285
2022-07-21 2021-12-31 13F-HR/A 1 R 985 2,090
2022-01-21 2021-12-31 13F-HR 985 2,089,714
2022-07-26 2021-09-30 13F-HR/A 1 R 921 1,792
2021-10-21 2021-09-30 13F-HR 921 1,792,004
2022-07-27 2021-06-30 13F-HR/A 1 R 888 1,644
2021-07-30 2021-06-30 13F-HR 888 1,644,149
2022-07-27 2021-03-31 13F-HR/A 1 R 794 1,435
2021-05-11 2021-03-31 13F-HR 794 1,435,420
2022-07-28 2020-12-31 13F-HR/A 1 R 737 1,358
2021-01-21 2020-12-31 13F-HR 737 1,357,679
2022-07-28 2020-09-30 13F-HR/A 1 R 684 1,152,340,000
2020-11-09 2020-09-30 13F-HR 684 1,152,340