Kestra Advisory Services, LLC SQFTW PRESIDIO PPTY TR INC

Ownership history in Kestra Advisory Services, LLC  ·  10 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported PRESIDIO PPTY TR INC (SQFTW) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SQFTW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SQFTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in PRESIDIO PPTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SQFTW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kestra Advisory Services, LLC held SQFTW — position size vs. price
% of Fund (quarterly)    SQFTW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 67,620 +47,186 +230.9% 0.00% $1K 2026-04-30 $0.02
2025 Q4 UNCHANGED 20,434 0% 0.00% $613 2026-02-13
2025 Q3 REDUCED 20,434 -72,420 -78.0% 0.00% $764 2025-11-14
2025 Q2 UNCHANGED 92,854 0% 0.00% $3K 2025-08-15
2025 Q1 REDUCED 92,854 -2,329 -2.4% 0.00% $3K 2025-05-14
2024 Q4 ADDED 95,183 +43,189 +83.1% 0.00% $3K 2025-02-10
2024 Q2 REDUCED 51,994 -5,643 -9.8% 0.00% $2K 2024-08-14
2024 Q1 UNCHANGED 57,637 0% 0.00% $4K 2024-05-15
2023 Q4 REDUCED 57,637 -3,908 -6.3% 0.00% $3K 2024-02-14
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kestra Advisory Services, LLC and SQFTW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kestra Advisory Services, LLC reported owning SQFTW?

Kestra Advisory Services, LLC reported SQFTW across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SQFTW position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for SQFTW was 0.00% in 2023 Q4.

What is the latest reported SQFTW position on this page?

The most recent filing on this page is 2026 Q1, when Kestra Advisory Services, LLC reported 67,620 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SQFTW ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly SQFTW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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