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Kestra Advisory Services, LLC: AAPL position timeline

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

Kestra Advisory Services, LLC held 4,079,720 AAPL 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 4,079,720 shares
    Change vs previous 13F -221,625 shares

    2.61% of the 13F portfolio, value $1,180,507,463.

    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: 1,021,202 shares
    • Kestra Advisory Services, LLC: 2,979,038 shares
    • Kestra Investment Management, LLC: 79,480 shares

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

  2. period ended2026-03-31
    13F 4,301,345 shares
    Change vs previous 13F +358,040 shares

    2.71% of the 13F portfolio, value $1,091,638,356.

    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: 1,062,035 shares
    • Kestra Advisory Services, LLC: 3,156,209 shares
    • Kestra Investment Management, LLC: 83,101 shares

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

  3. period ended2025-12-31
    13F 3,943,305 shares
    Change vs previous 13F +183,118 shares

    2.95% of the 13F portfolio, value $1,072,026,914.

    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: 1,043,828 shares
    • Kestra Advisory Services, LLC: 2,829,676 shares
    • Kestra Investment Management, LLC: 69,801 shares

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

  4. period ended2025-09-30
    13F 3,760,187 shares
    Change vs previous 13F +94,478 shares

    2.88% of the 13F portfolio, value $957,456,365.

    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: 1,039,446 shares
    • Kestra Advisory Services, LLC: 2,652,334 shares
    • Kestra Investment Management, LLC: 68,407 shares

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

  5. period ended2025-06-30
    13F/A 3,665,709 shares
    Change vs previous 13F +141,258 shares

    2.45% of the 13F portfolio, value $752,093,445.

    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: 1,040,774 shares
    • Kestra Advisory Services, LLC: 2,558,681 shares
    • Kestra Investment Management, LLC: 66,254 shares

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

  6. period ended2025-03-31
    13F/A 3,524,451 shares
    Change vs previous 13F -101,870 shares

    2.62% of the 13F portfolio, value $782,886,301.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,014,179 shares
    • Kestra Advisory Services, LLC: 2,404,075 shares
    • Kestra Investment Management, LLC: 106,197 shares

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

  7. period ended2024-12-31
    13F 3,626,321 shares
    Change vs previous 13F -34,559 shares

    3.4% of the 13F portfolio, value $908,103,538.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 995,754 shares
    • Kestra Advisory Services, LLC: 2,569,716 shares
    • Kestra Investment Management, LLC: 60,851 shares

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

  8. period ended2024-09-30
    13F 3,660,880 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $853,061,097.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,082,414 shares
    • Kestra Advisory Services, LLC: 2,519,669 shares
    • Kestra Investment Management, LLC: 58,797 shares

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