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Kestra Advisory Services, LLC: ACWV position timeline

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

Kestra Advisory Services, LLC held 79,483 ACWV 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 79,483 shares
    Change vs previous 13F -6,030 shares

    0.03% of the 13F portfolio, value $9,556,297.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 85,513 shares
    Change vs previous 13F +1,830 shares

    0.04% of the 13F portfolio, value $10,219,600.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 83,683 shares
    Change vs previous 13F -2,860 shares

    0.04% of the 13F portfolio, value $9,937,349.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 86,543 shares
    Change vs previous 13F -6,838 shares

    0.05% of the 13F portfolio, value $10,378,186.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 93,381 shares
    Change vs previous 13F +6,542 shares

    0.05% of the 13F portfolio, value $11,072,201.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 86,839 shares
    Change vs previous 13F -6,693 shares

    0.05% of the 13F portfolio, value $10,105,454.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 93,532 shares
    Change vs previous 13F -7,041 shares

    0.06% of the 13F portfolio, value $10,213,693.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 100,573 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $11,518,579.

    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).