Kestra Private Wealth Services, LLC has filed an amended 13F report, providing updated information on its holdings as of September 30, 2026. This amendment reflects significant changes in the company's investment strategy and portfolio management.

The filing is important as it showcases Kestra's commitment to transparency in its investment activities, which is crucial for maintaining trust with clients and stakeholders in the wealth management sector. The update may influence how other firms in the wealth management industry strategize their investments and reporting practices.

Background

Kestra Private Wealth Services, LLC, incorporated in Delaware, is a financial services firm specializing in wealth management. The company has been actively filing reports with the SEC, including its recent 13F filings that detail its investment holdings. The latest filing, dated November 6, 2026, is an amendment to its previous 13F report.

What the Filing Says

The amended filing indicates a total of 1,741 entries with a reported total value of $9,370,127,116. The report is marked as a restatement, suggesting that there were significant adjustments made to the previously reported data.

Impact

This update may affect clients and investors who rely on Kestra's investment strategies. It also serves as a benchmark for competitors in the wealth management industry, highlighting the importance of accurate and timely reporting.

What's Next

The filing does not say what happens next.