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Kestra Advisory Services, LLC: AGG position timeline

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

Kestra Advisory Services, LLC held 1,149,181 AGG 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 1,149,181 shares
    Change vs previous 13F -89,215 shares

    0.25% of the 13F portfolio, value $113,745,922.

    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: 614,723 shares
    • Kestra Advisory Services, LLC: 529,913 shares
    • Kestra Investment Management, LLC: 4,545 shares

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

  2. period ended2026-03-31
    13F 1,238,396 shares
    Change vs previous 13F +74,005 shares

    0.36% of the 13F portfolio, value $122,935,496.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 629,384 shares
    • Kestra Advisory Services, LLC: 609,012 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 1,164,391 shares
    Change vs previous 13F +83,444 shares

    0.32% of the 13F portfolio, value $116,299,367.

    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: 621,290 shares
    • Kestra Advisory Services, LLC: 538,966 shares
    • Kestra Investment Management, LLC: 4,135 shares

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

  4. period ended2025-09-30
    13F 1,080,947 shares
    Change vs previous 13F -44,560 shares

    0.33% of the 13F portfolio, value $108,364,908.

    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: 612,892 shares
    • Kestra Advisory Services, LLC: 463,919 shares
    • Kestra Investment Management, LLC: 4,136 shares

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

  5. period ended2025-06-30
    13F 1,125,507 shares
    Change vs previous 13F +116,443 shares

    0.41% of the 13F portfolio, value $111,650,319.

    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: 612,978 shares
    • Kestra Advisory Services, LLC: 512,529 shares

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

  6. period ended2025-03-31
    13F/A 1,009,064 shares
    Change vs previous 13F -15,116 shares

    0.37% of the 13F portfolio, value $99,816,611.

    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: 637,948 shares
    • Kestra Advisory Services, LLC: 371,116 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,024,180 shares
    Change vs previous 13F +92,223 shares

    0.37% of the 13F portfolio, value $99,243,055.

    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: 635,422 shares
    • Kestra Advisory Services, LLC: 383,189 shares
    • Kestra Investment Management, LLC: 5,569 shares

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

  8. period ended2024-09-30
    13F 931,957 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $94,379,296.

    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: 595,011 shares
    • Kestra Advisory Services, LLC: 336,946 shares

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