13F Filings History of PKS Advisory Services, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$434,584,172
Signature - Title
Pamela Young - Chief Compliance Officer and President
Location
Albany, NY
Summary
This page shows a list of all the recent 13F filings made by PKS Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PKS Advisory Services, LLC reported 255 stock holdings with total value $434,584,172 as of Q4 2025. Top holdings included IVV, QQQ, SPY, IJH, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 255 $434,584,172 +$22,715,096 -$19,910,925 +$2,804,171 IVV, QQQ, SPY, IJH, IJR 13F-HR 02 Feb 2026, 15:59
Q3 2025 245 $420,413,521 +$21,470,032 -$31,150,199 -$9,680,167 IVV, QQQ, SPY, IJR, IJH 13F-HR 12 Nov 2025, 11:36
Q2 2025 261 $392,744,257 +$27,625,494 -$15,908,166 +$11,717,328 IVV, QQQ, SPY, IJH, IJR 13F-HR 11 Aug 2025, 18:41
Q1 2025 242 $341,758,565 +$38,863,254 -$25,321,544 +$13,541,710 IVV, QQQ, IJH, IJR, AAPL 13F-HR 14 May 2025, 17:08
Q4 2024 249 $355,070,119 $0 $0 $0 IVV, QQQ, SPY, IJR, IJH 13F-HR 11 Feb 2025, 19:01