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Kestra Advisory Services, LLC: AEM position timeline

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

Kestra Advisory Services, LLC held 45,266 AEM 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 45,266 shares
    Change vs previous 13F -4,665 shares

    0.02% of the 13F portfolio, value $7,022,145.

    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: 15,024 shares
    • Kestra Advisory Services, LLC: 30,242 shares

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

  2. period ended2026-03-31
    13F 49,931 shares
    Change vs previous 13F +1,420 shares

    0.03% of the 13F portfolio, value $10,134,953.

    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: 17,938 shares
    • Kestra Advisory Services, LLC: 31,993 shares

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

  3. period ended2025-12-31
    13F 48,511 shares
    Change vs previous 13F +11,819 shares

    0.03% of the 13F portfolio, value $8,224,077.

    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: 19,019 shares
    • Kestra Advisory Services, LLC: 29,492 shares

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

  4. period ended2025-09-30
    13F 36,692 shares
    Change vs previous 13F +1,508 shares

    0.02% of the 13F portfolio, value $6,184,859.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,582 shares
    • Kestra Advisory Services, LLC: 17,110 shares

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

  5. period ended2025-06-30
    13F 35,184 shares
    Change vs previous 13F +2,503 shares

    0.02% of the 13F portfolio, value $4,184,434.

    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: 20,651 shares
    • Kestra Advisory Services, LLC: 14,533 shares

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

  6. period ended2025-03-31
    13F/A 32,681 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $3,542,947.

    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: 19,956 shares
    • Kestra Advisory Services, LLC: 12,725 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 33,767 shares
    Change vs previous 13F +18,522 shares

    0.01% of the 13F portfolio, value $2,640,917.

    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: 7,929 shares
    • Kestra Advisory Services, LLC: 25,194 shares
    • Kestra Investment Management, LLC: 644 shares

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

  8. period ended2024-09-30
    13F 15,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,228,139.

    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: 6,414 shares
    • Kestra Advisory Services, LLC: 8,831 shares

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