Kestra Advisory Services, LLC: ADI position timeline

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

Kestra Advisory Services, LLC held 65,653 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 65,653 shares
Change vs previous 13F -6,342 shares
0.07% of the 13F portfolio, value $26,075,460.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,449 shares
- Kestra Advisory Services, LLC: 23,204 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 71,995 shares
Change vs previous 13F +365 shares
0.07% of the 13F portfolio, value $22,904,281.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,393 shares
- Kestra Advisory Services, LLC: 28,602 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 71,630 shares
Change vs previous 13F -255 shares
0.06% of the 13F portfolio, value $19,425,907.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,485 shares
- Kestra Advisory Services, LLC: 28,145 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 71,885 shares
Change vs previous 13F +5,199 shares
0.06% of the 13F portfolio, value $17,662,182.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 46,058 shares
- Kestra Advisory Services, LLC: 25,827 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 66,686 shares
Change vs previous 13F -2,367 shares
0.06% of the 13F portfolio, value $15,872,690.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 47,385 shares
- Kestra Advisory Services, LLC: 19,301 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 69,053 shares
Change vs previous 13F -2,318 shares
0.05% of the 13F portfolio, value $13,925,919.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,663 shares
- Kestra Advisory Services, LLC: 24,381 shares
- Kestra Investment Management, LLC: 9 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 71,371 shares
Change vs previous 13F -63,055 shares
0.06% of the 13F portfolio, value $15,163,483.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,558 shares
- Kestra Advisory Services, LLC: 27,622 shares
- Kestra Investment Management, LLC: 191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 134,426 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $30,940,822.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,139 shares
- Kestra Advisory Services, LLC: 92,287 shares
Acceptance time not in the bulk data set (spec §4.2).