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Kestra Advisory Services, LLC: ACGL position timeline

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

Kestra Advisory Services, LLC held 18,929 ACGL 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 18,929 shares
    Change vs previous 13F -1,985 shares

    <0.01% of the 13F portfolio, value $1,837,290.

    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: 7,529 shares
    • Kestra Advisory Services, LLC: 11,400 shares

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

  2. period ended2026-03-31
    13F 20,914 shares
    Change vs previous 13F -8,348 shares

    0.01% of the 13F portfolio, value $2,007,528.

    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: 8,629 shares
    • Kestra Advisory Services, LLC: 12,285 shares

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

  3. period ended2025-12-31
    13F 29,262 shares
    Change vs previous 13F +5,779 shares

    0.01% of the 13F portfolio, value $2,806,857.

    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: 9,289 shares
    • Kestra Advisory Services, LLC: 19,973 shares

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

  4. period ended2025-09-30
    13F 23,483 shares
    Change vs previous 13F -1,443 shares

    0.01% of the 13F portfolio, value $2,130,614.

    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: 2,267 shares
    • Kestra Advisory Services, LLC: 21,216 shares

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

  5. period ended2025-06-30
    13F/A 24,926 shares
    Change vs previous 13F +7,340 shares

    0.01% of the 13F portfolio, value $2,269,557.

    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: 3,915 shares
    • Kestra Advisory Services, LLC: 21,011 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 17,586 shares
    Change vs previous 13F +6,239 shares

    0.01% of the 13F portfolio, value $1,691,422.

    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: 2,861 shares
    • Kestra Advisory Services, LLC: 14,719 shares
    • Kestra Investment Management, LLC: 6 shares

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

  7. period ended2024-12-31
    13F 11,347 shares
    Change vs previous 13F +1,458 shares

    0.01% of the 13F portfolio, value $1,047,896.

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

    • Kestra Advisory Services, LLC: 11,108 shares
    • Kestra Investment Management, LLC: 239 shares

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

  8. period ended2024-09-30
    13F 9,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,106,381.

    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).