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Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
ESUM
6 quarters
Position history for Kestra Advisory Services, LLC's holdings in STRATEGY SHS
Yes. Kestra Advisory Services holds 136,012 shares of ESUM (Strategy), worth $4.1M, as of its Q3 2026 13F filing. It increased the position by 25,054 shares (+22.6%) from Q2 2026. Kestra Advisory Services has held ESUM since Q2 2025, across 6 quarterly 13F filings.
Current Value
$4.1M
Current Shares
136,012
Total Value Change
+$2.3M
Total Shares Change
+67,153
Quarter-by-Quarter History
Other major holders of ESUM: Wealth Enhancement Advisory Services, LLC, LPL Financial LLC