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Kestra Advisory Services, LLC: ADP position timeline

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

Kestra Advisory Services, LLC held 64,958 ADP 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 64,958 shares
    Change vs previous 13F -1,522 shares

    0.03% of the 13F portfolio, value $14,547,158.

    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: 26,980 shares
    • Kestra Advisory Services, LLC: 28,439 shares
    • Kestra Investment Management, LLC: 9,539 shares

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

  2. period ended2026-03-31
    13F 66,480 shares
    Change vs previous 13F -3,041 shares

    0.03% of the 13F portfolio, value $13,507,442.

    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: 29,841 shares
    • Kestra Advisory Services, LLC: 33,147 shares
    • Kestra Investment Management, LLC: 3,492 shares

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

  3. period ended2025-12-31
    13F 69,521 shares
    Change vs previous 13F +253 shares

    0.05% of the 13F portfolio, value $17,883,038.

    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: 29,762 shares
    • Kestra Advisory Services, LLC: 37,782 shares
    • Kestra Investment Management, LLC: 1,977 shares

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

  4. period ended2025-09-30
    13F 69,268 shares
    Change vs previous 13F +4,622 shares

    0.06% of the 13F portfolio, value $20,330,107.

    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: 28,630 shares
    • Kestra Advisory Services, LLC: 38,257 shares
    • Kestra Investment Management, LLC: 2,381 shares

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

  5. period ended2025-06-30
    13F/A 64,646 shares
    Change vs previous 13F +1,066 shares

    0.06% of the 13F portfolio, value $19,936,589.

    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: 28,529 shares
    • Kestra Advisory Services, LLC: 34,953 shares
    • Kestra Investment Management, LLC: 1,164 shares

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

  6. period ended2025-03-31
    13F/A 63,580 shares
    Change vs previous 13F -2,167 shares

    0.07% of the 13F portfolio, value $19,425,598.

    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: 29,009 shares
    • Kestra Advisory Services, LLC: 32,387 shares
    • Kestra Investment Management, LLC: 2,184 shares

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

  7. period ended2024-12-31
    13F 65,747 shares
    Change vs previous 13F +655 shares

    0.07% of the 13F portfolio, value $19,246,119.

    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: 29,378 shares
    • Kestra Advisory Services, LLC: 35,228 shares
    • Kestra Investment Management, LLC: 1,141 shares

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

  8. period ended2024-09-30
    13F 65,092 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $18,012,829.

    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: 27,386 shares
    • Kestra Advisory Services, LLC: 36,895 shares
    • Kestra Investment Management, LLC: 811 shares

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