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Kestra Advisory Services, LLC: AAON position timeline

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

Kestra Advisory Services, LLC held 20,740 AAON shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,740 shares
    Change vs previous 13F +5,141 shares

    0.01% of the 13F portfolio, value $2,631,075.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,414 shares
    • Kestra Advisory Services, LLC: 2,639 shares
    • Kestra Investment Management, LLC: 11,687 shares

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

  2. period ended2026-03-31
    13F 15,599 shares
    Change vs previous 13F -5,446 shares

    0.01% of the 13F portfolio, value $1,290,801.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,516 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 9,083 shares

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

  3. period ended2025-12-31
    13F 21,045 shares
    Change vs previous 13F +8,289 shares

    <0.01% of the 13F portfolio, value $1,604,680.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,280 shares
    • Kestra Advisory Services, LLC: 3,511 shares
    • Kestra Investment Management, LLC: 11,254 shares

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

  4. period ended2025-09-30
    13F 12,756 shares
    Change vs previous 13F +8,687 shares

    0.01% of the 13F portfolio, value $1,191,916.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,723 shares
    • Kestra Investment Management, LLC: 8,033 shares

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

  5. period ended2025-06-30
    13F/A 4,069 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,119.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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