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Kestra Advisory Services, LLC: AG position timeline

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

Kestra Advisory Services, LLC held 47,955 AG 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 47,955 shares
    Change vs previous 13F +1,394 shares

    <0.01% of the 13F portfolio, value $813,324.

    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: 11,980 shares
    • Kestra Advisory Services, LLC: 35,975 shares

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

  2. period ended2026-03-31
    13F 46,561 shares
    Change vs previous 13F -23,068 shares

    <0.01% of the 13F portfolio, value $1,000,126.

    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: 10,275 shares
    • Kestra Advisory Services, LLC: 36,286 shares

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

  3. period ended2025-12-31
    13F 69,629 shares
    Change vs previous 13F +1,860 shares

    <0.01% of the 13F portfolio, value $1,160,019.

    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: 22,436 shares
    • Kestra Advisory Services, LLC: 47,193 shares

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

  4. period ended2025-09-30
    13F 67,769 shares
    Change vs previous 13F +1,524 shares

    <0.01% of the 13F portfolio, value $832,882.

    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: 23,071 shares
    • Kestra Advisory Services, LLC: 44,698 shares

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

  5. period ended2025-06-30
    13F 66,245 shares
    Change vs previous 13F +21,165 shares

    <0.01% of the 13F portfolio, value $547,849.

    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: 20,063 shares
    • Kestra Advisory Services, LLC: 46,182 shares

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

  6. period ended2025-03-31
    13F 45,080 shares
    Change vs previous 13F +27,173 shares

    <0.01% of the 13F portfolio, value $301,585.

    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: 18,555 shares
    • Kestra Advisory Services, LLC: 26,525 shares

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

  7. period ended2024-12-31
    13F 17,907 shares
    Change vs previous 13F -10,529 shares

    <0.01% of the 13F portfolio, value $98,309.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 28,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,616.

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

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