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Kestra Advisory Services, LLC: ADSK position timeline

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

Kestra Advisory Services, LLC held 20,204 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,204 shares
    Change vs previous 13F -6,312 shares

    0.01% of the 13F portfolio, value $3,927,994.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,385 shares
    • Kestra Advisory Services, LLC: 5,547 shares
    • Kestra Investment Management, LLC: 9,272 shares

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

  2. period ended2026-03-31
    13F 26,516 shares
    Change vs previous 13F -5,922 shares

    0.02% of the 13F portfolio, value $6,347,860.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,295 shares
    • Kestra Advisory Services, LLC: 6,826 shares
    • Kestra Investment Management, LLC: 12,395 shares

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

  3. period ended2025-12-31
    13F 32,438 shares
    Change vs previous 13F +1,767 shares

    0.03% of the 13F portfolio, value $9,602,018.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,460 shares
    • Kestra Advisory Services, LLC: 7,827 shares
    • Kestra Investment Management, LLC: 17,151 shares

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

  4. period ended2025-09-30
    13F 30,671 shares
    Change vs previous 13F +7,623 shares

    0.03% of the 13F portfolio, value $9,743,098.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,155 shares
    • Kestra Advisory Services, LLC: 6,867 shares
    • Kestra Investment Management, LLC: 15,649 shares

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

  5. period ended2025-06-30
    13F/A 23,048 shares
    Change vs previous 13F +6,517 shares

    0.02% of the 13F portfolio, value $7,134,970.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,843 shares
    • Kestra Advisory Services, LLC: 7,915 shares
    • Kestra Investment Management, LLC: 6,290 shares

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

  6. period ended2025-03-31
    13F/A 16,531 shares
    Change vs previous 13F -1,991 shares

    0.01% of the 13F portfolio, value $4,327,817.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,906 shares
    • Kestra Advisory Services, LLC: 7,272 shares
    • Kestra Investment Management, LLC: 353 shares

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

  7. period ended2024-12-31
    13F 18,522 shares
    Change vs previous 13F -1,105 shares

    0.02% of the 13F portfolio, value $5,474,547.

    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: 8,805 shares
    • Kestra Advisory Services, LLC: 8,969 shares
    • Kestra Investment Management, LLC: 748 shares

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

  8. period ended2024-09-30
    13F 19,627 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,406,846.

    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: 8,796 shares
    • Kestra Advisory Services, LLC: 9,483 shares
    • Kestra Investment Management, LLC: 1,348 shares

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