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Kestra Advisory Services, LLC: ACN position timeline

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

Kestra Advisory Services, LLC held 145,146 ACN 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 145,146 shares
    Change vs previous 13F +55,769 shares

    0.04% of the 13F portfolio, value $18,062,027.

    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: 42,285 shares
    • Kestra Advisory Services, LLC: 92,555 shares
    • Kestra Investment Management, LLC: 10,306 shares

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

  2. period ended2026-03-31
    13F 89,377 shares
    Change vs previous 13F -5,680 shares

    0.04% of the 13F portfolio, value $17,722,408.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,880 shares
    • Kestra Advisory Services, LLC: 38,396 shares
    • Kestra Investment Management, LLC: 7,101 shares

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

  3. period ended2025-12-31
    13F 95,057 shares
    Change vs previous 13F -1,136 shares

    0.07% of the 13F portfolio, value $25,503,851.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,665 shares
    • Kestra Advisory Services, LLC: 43,394 shares
    • Kestra Investment Management, LLC: 7,998 shares

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

  4. period ended2025-09-30
    13F 96,193 shares
    Change vs previous 13F +771 shares

    0.07% of the 13F portfolio, value $23,721,041.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,878 shares
    • Kestra Advisory Services, LLC: 43,804 shares
    • Kestra Investment Management, LLC: 7,511 shares

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

  5. period ended2025-06-30
    13F/A 95,422 shares
    Change vs previous 13F -11,592 shares

    0.09% of the 13F portfolio, value $28,520,518.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,485 shares
    • Kestra Advisory Services, LLC: 43,800 shares
    • Kestra Investment Management, LLC: 7,137 shares

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

  6. period ended2025-03-31
    13F/A 107,014 shares
    Change vs previous 13F +5,726 shares

    0.11% of the 13F portfolio, value $33,392,649.

    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: 43,002 shares
    • Kestra Advisory Services, LLC: 46,748 shares
    • Kestra Investment Management, LLC: 17,264 shares

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

  7. period ended2024-12-31
    13F 101,288 shares
    Change vs previous 13F +3,732 shares

    0.13% of the 13F portfolio, value $35,632,106.

    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: 42,754 shares
    • Kestra Advisory Services, LLC: 50,468 shares
    • Kestra Investment Management, LLC: 8,066 shares

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

  8. period ended2024-09-30
    13F 97,556 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $34,483,936.

    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: 43,341 shares
    • Kestra Advisory Services, LLC: 46,958 shares
    • Kestra Investment Management, LLC: 7,257 shares

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