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Kestra Advisory Services, LLC: ADX position timeline

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

Kestra Advisory Services, LLC held 30,061 ADX 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 30,061 shares
    Change vs previous 13F -200,596 shares

    <0.01% of the 13F portfolio, value $768,044.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,291 shares
    • Kestra Advisory Services, LLC: 12,770 shares

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

  2. period ended2026-03-31
    13F 230,657 shares
    Change vs previous 13F +9,120 shares

    0.01% of the 13F portfolio, value $5,049,083.

    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: 28,657 shares
    • Kestra Advisory Services, LLC: 202,000 shares

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

  3. period ended2025-12-31
    13F 221,537 shares
    Change vs previous 13F +10,119 shares

    0.02% of the 13F portfolio, value $5,166,236.

    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: 24,310 shares
    • Kestra Advisory Services, LLC: 197,227 shares

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

  4. period ended2025-09-30
    13F 211,418 shares
    Change vs previous 13F -6,531 shares

    0.02% of the 13F portfolio, value $4,714,613.

    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: 22,963 shares
    • Kestra Advisory Services, LLC: 188,455 shares

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

  5. period ended2025-06-30
    13F 217,949 shares
    Change vs previous 13F -2,273 shares

    0.02% of the 13F portfolio, value $4,731,677.

    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: 25,190 shares
    • Kestra Advisory Services, LLC: 192,759 shares

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

  6. period ended2025-03-31
    13F 220,222 shares
    Change vs previous 13F -17,756 shares

    0.02% of the 13F portfolio, value $4,182,016.

    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: 24,584 shares
    • Kestra Advisory Services, LLC: 195,638 shares

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

  7. period ended2024-12-31
    13F 237,978 shares
    Change vs previous 13F +3,992 shares

    0.02% of the 13F portfolio, value $4,807,156.

    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: 40,625 shares
    • Kestra Advisory Services, LLC: 197,353 shares

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

  8. period ended2024-09-30
    13F 233,986 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,044,731.

    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: 37,244 shares
    • Kestra Advisory Services, LLC: 196,742 shares

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