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Kestra Advisory Services, LLC: ACM position timeline

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

Kestra Advisory Services, LLC held 53,860 ACM 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 53,860 shares
    Change vs previous 13F +4,267 shares

    0.01% of the 13F portfolio, value $3,759,465.

    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: 3,687 shares
    • Kestra Advisory Services, LLC: 27,587 shares
    • Kestra Investment Management, LLC: 22,586 shares

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

  2. period ended2026-03-31
    13F 49,593 shares
    Change vs previous 13F -6,548 shares

    0.01% of the 13F portfolio, value $4,206,965.

    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: 4,030 shares
    • Kestra Advisory Services, LLC: 26,183 shares
    • Kestra Investment Management, LLC: 19,380 shares

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

  3. period ended2025-12-31
    13F 56,141 shares
    Change vs previous 13F +3,737 shares

    0.01% of the 13F portfolio, value $5,352,004.

    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: 4,243 shares
    • Kestra Advisory Services, LLC: 28,017 shares
    • Kestra Investment Management, LLC: 23,881 shares

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

  4. period ended2025-09-30
    13F 52,404 shares
    Change vs previous 13F +22,744 shares

    0.02% of the 13F portfolio, value $6,837,045.

    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: 4,705 shares
    • Kestra Advisory Services, LLC: 26,101 shares
    • Kestra Investment Management, LLC: 21,598 shares

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

  5. period ended2025-06-30
    13F/A 29,660 shares
    Change vs previous 13F +3,404 shares

    0.01% of the 13F portfolio, value $3,347,465.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,999 shares
    • Kestra Advisory Services, LLC: 5,652 shares
    • Kestra Investment Management, LLC: 19,009 shares

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

  6. period ended2025-03-31
    13F/A 26,256 shares
    Change vs previous 13F +16,150 shares

    0.01% of the 13F portfolio, value $2,434,719.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,484 shares
    • Kestra Advisory Services, LLC: 4,860 shares
    • Kestra Investment Management, LLC: 14,912 shares

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

  7. period ended2024-12-31
    13F 10,106 shares
    Change vs previous 13F +6,653 shares

    <0.01% of the 13F portfolio, value $1,079,523.

    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: 3,793 shares
    • Kestra Advisory Services, LLC: 3,919 shares
    • Kestra Investment Management, LLC: 2,394 shares

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

  8. period ended2024-09-30
    13F 3,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,587.

    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).