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Kestra Advisory Services, LLC: ADT position timeline

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

Kestra Advisory Services, LLC held 447,697 ADT 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 447,697 shares
    Change vs previous 13F +12,399 shares

    0.01% of the 13F portfolio, value $2,910,038.

    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: 12,512 shares
    • Kestra Advisory Services, LLC: 56,786 shares
    • Kestra Investment Management, LLC: 378,399 shares

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

  2. period ended2026-03-31
    13F 435,298 shares
    Change vs previous 13F +103,120 shares

    0.01% of the 13F portfolio, value $2,860,071.

    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: 10,512 shares
    • Kestra Advisory Services, LLC: 13,952 shares
    • Kestra Investment Management, LLC: 410,834 shares

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

  3. period ended2025-12-31
    13F 332,178 shares
    Change vs previous 13F +55,001 shares

    0.01% of the 13F portfolio, value $2,680,684.

    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: 11,683 shares
    • Kestra Advisory Services, LLC: 14,240 shares
    • Kestra Investment Management, LLC: 306,255 shares

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

  4. period ended2025-09-30
    13F 277,177 shares
    Change vs previous 13F +265,749 shares

    0.02% of the 13F portfolio, value $2,428,818.

    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: 11,683 shares
    • Kestra Investment Management, LLC: 265,494 shares

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

  5. period ended2025-06-30
    13F 11,428 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $96,795.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 11,512 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $93,708.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 10,512 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,638.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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