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Kestra Advisory Services, LLC: AAAU position timeline

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

Kestra Advisory Services, LLC held 329,551 AAAU 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 329,551 shares
    Change vs previous 13F -2,329 shares

    0.03% of the 13F portfolio, value $13,040,313.

    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: 47,257 shares
    • Kestra Advisory Services, LLC: 282,294 shares

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

  2. period ended2026-03-31
    13F 331,880 shares
    Change vs previous 13F -6,874 shares

    0.04% of the 13F portfolio, value $15,329,537.

    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: 46,222 shares
    • Kestra Advisory Services, LLC: 285,658 shares

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

  3. period ended2025-12-31
    13F 338,754 shares
    Change vs previous 13F +210,630 shares

    0.04% of the 13F portfolio, value $14,413,983.

    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: 54,976 shares
    • Kestra Advisory Services, LLC: 283,778 shares

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

  4. period ended2025-09-30
    13F 128,124 shares
    Change vs previous 13F +47,656 shares

    0.02% of the 13F portfolio, value $4,884,086.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,079 shares
    • Kestra Advisory Services, LLC: 78,045 shares

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

  5. period ended2025-06-30
    13F 80,468 shares
    Change vs previous 13F +13,519 shares

    0.01% of the 13F portfolio, value $2,629,694.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,593 shares
    • Kestra Advisory Services, LLC: 69,875 shares

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

  6. period ended2025-03-31
    13F 66,949 shares
    Change vs previous 13F +19,738 shares

    0.01% of the 13F portfolio, value $2,067,385.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 47,211 shares
    Change vs previous 13F +4,658 shares

    0.01% of the 13F portfolio, value $1,224,417.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 42,553 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,107,442.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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