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Kestra Advisory Services, LLC → PEO
Kestra Advisory Services, LLC PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
5
Latest value
$407K
Q3 2026
Peak value
$967K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $663K |
| Q4 2025 | $688K |
| Q1 2026 | $967K |
| Q2 2026 | $370K |
| Q3 2026 | $407K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $407K | 14.8K | — | — |
| Q2 2026 | $370K | 15.0K | — | — |
| Q1 2026 | $967K | 34.8K | — | — |
| Q4 2025 | $688K | 31.6K | — | — |
| Q3 2025 | $663K | 30.8K | — | — |