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Kestra Advisory Services, LLC: AFSM position timeline

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

Kestra Advisory Services, LLC held 84,679 AFSM 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 84,679 shares
    Change vs previous 13F +47,428 shares

    0.01% of the 13F portfolio, value $3,480,303.

    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: 9,646 shares
    • Kestra Advisory Services, LLC: 75,033 shares

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

  2. period ended2026-03-31
    13F 37,251 shares
    Change vs previous 13F +1,248 shares

    <0.01% of the 13F portfolio, value $1,224,061.

    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: 9,142 shares
    • Kestra Advisory Services, LLC: 28,109 shares

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

  3. period ended2025-12-31
    13F 36,003 shares
    Change vs previous 13F -1,261 shares

    <0.01% of the 13F portfolio, value $1,183,758.

    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: 9,140 shares
    • Kestra Advisory Services, LLC: 26,863 shares

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

  4. period ended2025-09-30
    13F 37,264 shares
    Change vs previous 13F -3,600 shares

    <0.01% of the 13F portfolio, value $1,218,808.

    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: 9,136 shares
    • Kestra Advisory Services, LLC: 28,128 shares

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

  5. period ended2025-06-30
    13F 40,864 shares
    Change vs previous 13F +22,988 shares

    <0.01% of the 13F portfolio, value $1,220,988.

    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: 7,952 shares
    • Kestra Advisory Services, LLC: 32,912 shares

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

  6. period ended2025-03-31
    13F 17,876 shares
    Change vs previous 13F +2,212 shares

    <0.01% of the 13F portfolio, value $499,575.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 15,664 shares
    Change vs previous 13F +9,066 shares

    <0.01% of the 13F portfolio, value $471,173.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 6,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,404.

    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).