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Kestra Advisory Services, LLC: AES position timeline

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

Kestra Advisory Services, LLC held 37,720 AES 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 37,720 shares
    Change vs previous 13F -18,909 shares

    <0.01% of the 13F portfolio, value $552,962.

    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: 22,940 shares
    • Kestra Advisory Services, LLC: 14,780 shares

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

  2. period ended2026-03-31
    13F 56,629 shares
    Change vs previous 13F +13,018 shares

    <0.01% of the 13F portfolio, value $797,897.

    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: 25,710 shares
    • Kestra Advisory Services, LLC: 30,919 shares

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

  3. period ended2025-12-31
    13F 43,611 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $625,381.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,935 shares
    • Kestra Advisory Services, LLC: 18,676 shares

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

  4. period ended2025-09-30
    13F 43,851 shares
    Change vs previous 13F -13,631 shares

    <0.01% of the 13F portfolio, value $577,091.

    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: 21,542 shares
    • Kestra Advisory Services, LLC: 22,309 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 57,482 shares
    Change vs previous 13F +14,801 shares

    <0.01% of the 13F portfolio, value $604,707.

    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: 23,508 shares
    • Kestra Advisory Services, LLC: 20,778 shares
    • Kestra Investment Management, LLC: 13,196 shares

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

  6. period ended2025-03-31
    13F/A 42,681 shares
    Change vs previous 13F -7,986 shares

    <0.01% of the 13F portfolio, value $530,098.

    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: 26,290 shares
    • Kestra Advisory Services, LLC: 16,391 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 50,667 shares
    Change vs previous 13F +8,110 shares

    <0.01% of the 13F portfolio, value $652,091.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,279 shares
    • Kestra Advisory Services, LLC: 18,027 shares
    • Kestra Investment Management, LLC: 7,361 shares

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

  8. period ended2024-09-30
    13F 42,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $853,693.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,325 shares
    • Kestra Advisory Services, LLC: 17,232 shares

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