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Kestra Advisory Services, LLC: AA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on AA, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 41,727 AA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,727 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $2,175,670.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,537 shares
    • Kestra Advisory Services, LLC: 26,190 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,881 shares
    Change vs previous 13F -1,433 shares

    0.01% of the 13F portfolio, value $2,844,306.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,690 shares
    • Kestra Advisory Services, LLC: 27,191 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,314 shares
    Change vs previous 13F +23,275 shares

    0.01% of the 13F portfolio, value $2,354,854.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,387 shares
    • Kestra Advisory Services, LLC: 29,927 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,039 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $691,993.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,044 shares
    • Kestra Advisory Services, LLC: 6,995 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,708 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $640,604.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,209 shares
    • Kestra Advisory Services, LLC: 7,499 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,895 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $667,798.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,735 shares
    • Kestra Advisory Services, LLC: 7,160 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,015 shares
    Change vs previous 13F +194 shares

    <0.01% of the 13F portfolio, value $831,726.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,739 shares
    • Kestra Advisory Services, LLC: 7,276 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $841,865.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,714 shares
    • Kestra Advisory Services, LLC: 7,107 shares

    Acceptance time not in the bulk data set (spec §4.2).