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Kestra Advisory Services, LLC: ACWX position timeline

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

Kestra Advisory Services, LLC held 401,998 ACWX 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 401,998 shares
    Change vs previous 13F -45,472 shares

    0.07% of the 13F portfolio, value $30,596,063.

    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: 7,747 shares
    • Kestra Advisory Services, LLC: 388,452 shares
    • Kestra Investment Management, LLC: 5,799 shares

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

  2. period ended2026-03-31
    13F 447,470 shares
    Change vs previous 13F -31,621 shares

    0.09% of the 13F portfolio, value $30,638,288.

    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: 8,469 shares
    • Kestra Advisory Services, LLC: 439,001 shares

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

  3. period ended2025-12-31
    13F 479,091 shares
    Change vs previous 13F -54,133 shares

    0.1% of the 13F portfolio, value $32,161,375.

    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: 11,386 shares
    • Kestra Advisory Services, LLC: 467,705 shares

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

  4. period ended2025-09-30
    13F 533,224 shares
    Change vs previous 13F +5,746 shares

    0.12% of the 13F portfolio, value $34,664,925.

    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: 11,215 shares
    • Kestra Advisory Services, LLC: 522,009 shares

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

  5. period ended2025-06-30
    13F 527,478 shares
    Change vs previous 13F +61,263 shares

    0.16% of the 13F portfolio, value $32,144,535.

    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: 0 shares
    • Kestra Advisory Services, LLC: 527,478 shares

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

  6. period ended2025-03-31
    13F/A 466,215 shares
    Change vs previous 13F +66,402 shares

    0.1% of the 13F portfolio, value $25,851,622.

    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: 5,471 shares
    • Kestra Advisory Services, LLC: 460,744 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 399,813 shares
    Change vs previous 13F +60,593 shares

    0.08% of the 13F portfolio, value $20,854,247.

    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: 8,199 shares
    • Kestra Advisory Services, LLC: 390,349 shares
    • Kestra Investment Management, LLC: 1,265 shares

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

  8. period ended2024-09-30
    13F 339,220 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $19,410,150.

    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).