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Kestra Advisory Services, LLC: AEG position timeline

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

Kestra Advisory Services, LLC held 187,004 AEG 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 187,004 shares
    Change vs previous 13F +44,875 shares

    <0.01% of the 13F portfolio, value $1,578,314.

    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: 45,223 shares
    • Kestra Advisory Services, LLC: 141,781 shares

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

  2. period ended2026-03-31
    13F 142,129 shares
    Change vs previous 13F +47,828 shares

    <0.01% of the 13F portfolio, value $1,031,855.

    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: 51,186 shares
    • Kestra Advisory Services, LLC: 90,943 shares

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

  3. period ended2025-12-31
    13F 94,301 shares
    Change vs previous 13F +1,672 shares

    <0.01% of the 13F portfolio, value $727,062.

    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: 33,446 shares
    • Kestra Advisory Services, LLC: 60,855 shares

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

  4. period ended2025-09-30
    13F 92,629 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $740,107.

    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: 33,446 shares
    • Kestra Advisory Services, LLC: 59,183 shares

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

  5. period ended2025-06-30
    13F 92,267 shares
    Change vs previous 13F +7,000 shares

    <0.01% of the 13F portfolio, value $668,012.

    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: 28,500 shares
    • Kestra Advisory Services, LLC: 63,767 shares

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

  6. period ended2025-03-31
    13F 85,267 shares
    Change vs previous 13F -3,642 shares

    <0.01% of the 13F portfolio, value $561,910.

    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: 21,500 shares
    • Kestra Advisory Services, LLC: 63,767 shares

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

  7. period ended2024-12-31
    13F 88,909 shares
    Change vs previous 13F -21,606 shares

    <0.01% of the 13F portfolio, value $523,674.

    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: 20,900 shares
    • Kestra Advisory Services, LLC: 68,009 shares

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

  8. period ended2024-09-30
    13F 110,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $706,193.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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