Total shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Total shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Total
Tip: Access up to 7 years of quarterly data
All positions including Total held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Total by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 38k | 65.42 |
| 2025-09-30 | $1.0M | 17k | 59.69 |
| 2025-06-30 | $1.1M | 18k | 61.39 |
| 2025-03-31 | $1.2M | 19k | 64.69 |
| 2024-12-31 | $1.0M | 19k | 54.50 |
| 2024-09-30 | $1.2M | 18k | 64.62 |
| 2024-06-30 | $1.1M | 17k | 66.68 |
| 2024-03-31 | $1.3M | 20k | 68.83 |
| 2023-12-31 | $1.2M | 19k | 67.38 |
| 2023-09-30 | $1.2M | 18k | 65.76 |
| 2023-06-30 | $1.0M | 18k | 57.64 |
| 2023-03-31 | $986k | 17k | 59.05 |
| 2022-12-31 | $1.1M | 17k | 62.08 |
| 2022-09-30 | $409k | 8.8k | 46.50 |
| 2022-06-30 | $466k | 8.8k | 52.66 |
| 2022-03-31 | $439k | 8.7k | 50.58 |
| 2021-12-31 | $476k | 9.6k | 49.45 |
| 2021-09-30 | $806k | 17k | 47.92 |
| 2021-06-30 | $697k | 15k | 45.25 |
| 2021-03-31 | $706k | 15k | 46.55 |
| 2020-12-31 | $614k | 14k | 42.66 |
| 2020-09-30 | $229k | 6.7k | 34.28 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services