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Kestra Advisory Services, LLC: ACP position timeline

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

Kestra Advisory Services, LLC held 80,935 ACP 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 80,935 shares
    Change vs previous 13F -5,725 shares

    <0.01% of the 13F portfolio, value $420,867.

    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: 20,117 shares
    • Kestra Advisory Services, LLC: 60,818 shares

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

  2. period ended2026-03-31
    13F 86,660 shares
    Change vs previous 13F -6,466 shares

    <0.01% of the 13F portfolio, value $441,967.

    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: 27,278 shares
    • Kestra Advisory Services, LLC: 59,382 shares

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

  3. period ended2025-12-31
    13F 93,126 shares
    Change vs previous 13F +3,309 shares

    <0.01% of the 13F portfolio, value $503,811.

    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: 29,493 shares
    • Kestra Advisory Services, LLC: 63,633 shares

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

  4. period ended2025-09-30
    13F 89,817 shares
    Change vs previous 13F +5,102 shares

    <0.01% of the 13F portfolio, value $520,936.

    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: 29,063 shares
    • Kestra Advisory Services, LLC: 60,754 shares

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

  5. period ended2025-06-30
    13F 84,715 shares
    Change vs previous 13F +20,255 shares

    <0.01% of the 13F portfolio, value $499,818.

    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: 27,324 shares
    • Kestra Advisory Services, LLC: 57,391 shares

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

  6. period ended2025-03-31
    13F 64,460 shares
    Change vs previous 13F +1,578 shares

    <0.01% of the 13F portfolio, value $379,669.

    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: 32,146 shares
    • Kestra Advisory Services, LLC: 32,314 shares

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

  7. period ended2024-12-31
    13F 62,882 shares
    Change vs previous 13F +22,851 shares

    <0.01% of the 13F portfolio, value $375,406.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,579 shares
    • Kestra Advisory Services, LLC: 31,303 shares

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

  8. period ended2024-09-30
    13F 40,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,005.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,371 shares
    • Kestra Advisory Services, LLC: 14,660 shares

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