Filer Snapshot

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

32

Latest Filing

20 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 20 Apr 2026 for CIK 0001649451.

View Source Filing
Business address
5707 Southwest Parkway, Bldg 2 Ste 400, Austin, TX, 78735
Top securities (13F)
AAPL, NVDA, AMZN, MSFT, GOOGL, QQQ, JPM, BRKB, VTV, SPY, COST, IVV, VUG, AVGO, META, BUFR, GOOG, TSLA, VOO, and RDVY
State of incorporation
DE

Filer intelligence

What SEC filings say about KESTRA PRIVATE WEALTH SERVICES, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $8.11B across 1,757 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $269.53M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,757 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 20 Apr 2026

AAPL

3.3%

Apple Inc

$269.53M

NVDA

3.2%

Nvidia Corporation

$257.4M

AMZN

2%

Amazon Com Inc

$161.52M

MSFT

1.8%

Microsoft Corp

$143.49M

GOOGL

1.5%

Alphabet Inc

$125.29M

Latest update

What changed recently for KESTRA PRIVATE WEALTH SERVICES, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.

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Benchmark Context

Benchmark context for this company

KESTRA PRIVATE WEALTH SERVICES, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

KESTRA PRIVATE WEALTH SERVICES, LLC has filed 32 SEC EDGAR filings since 09 Nov 2020. Common forms include 13F-HR, N-PX, 13F-HR/A.

KESTRA PRIVATE WEALTH SERVICES, LLC SEC filings KESTRA PRIVATE WEALTH SERVICES, LLC 13F portfolio

Latest Filings

Recent SEC filings for KESTRA PRIVATE WEALTH SERVICES, LLC with direct links to document and filing folders.

13F-HR File 028-20365

13F-HR filing

Filing date
20 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
29 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
17 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-20365

N-PX filing

Filing date
18 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
05 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
28 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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N-PX File 028-20365

N-PX filing

Filing date
15 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
02 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
05 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-20365

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
01 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
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13F-HR File 028-20365

13F-HR filing

Filing date
12 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
28 Jul 2022
Reporting date
30 Sep 2020
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
28 Jul 2022
Reporting date
31 Dec 2020
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
27 Jul 2022
Reporting date
31 Mar 2021
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
27 Jul 2022
Reporting date
30 Jun 2021
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
26 Jul 2022
Reporting date
30 Sep 2021
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
21 Jul 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR/A File 028-20365

13F-HR/A filing

Filing date
21 Jul 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
26 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
21 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
21 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
30 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
11 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
21 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-20365

13F-HR filing

Filing date
09 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
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About this filer

KESTRA PRIVATE WEALTH SERVICES, LLC files with the SEC under CIK 0001649451. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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