Skip to content
Disclosery

Kestra Advisory Services, LLC: AGGY position timeline

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

Kestra Advisory Services, LLC held 334,838 AGGY 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 334,838 shares
    Change vs previous 13F -22,201 shares

    0.04% of the 13F portfolio, value $14,558,753.

    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: 268,095 shares
    • Kestra Advisory Services, LLC: 66,743 shares

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

  2. period ended2026-03-31
    13F 357,039 shares
    Change vs previous 13F +57,985 shares

    0.04% of the 13F portfolio, value $15,513,313.

    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: 258,041 shares
    • Kestra Advisory Services, LLC: 98,998 shares

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

  3. period ended2025-12-31
    13F 299,054 shares
    Change vs previous 13F +35,362 shares

    0.04% of the 13F portfolio, value $13,173,332.

    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: 234,556 shares
    • Kestra Advisory Services, LLC: 64,498 shares

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

  4. period ended2025-09-30
    13F 263,692 shares
    Change vs previous 13F +49,307 shares

    0.04% of the 13F portfolio, value $11,673,667.

    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: 203,858 shares
    • Kestra Advisory Services, LLC: 59,834 shares

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

  5. period ended2025-06-30
    13F 214,385 shares
    Change vs previous 13F +33,705 shares

    0.03% of the 13F portfolio, value $9,353,636.

    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: 168,606 shares
    • Kestra Advisory Services, LLC: 45,779 shares

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

  6. period ended2025-03-31
    13F 180,680 shares
    Change vs previous 13F +31,401 shares

    0.03% of the 13F portfolio, value $7,846,932.

    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: 140,168 shares
    • Kestra Advisory Services, LLC: 40,512 shares

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

  7. period ended2024-12-31
    13F 149,279 shares
    Change vs previous 13F +37,188 shares

    0.03% of the 13F portfolio, value $6,407,055.

    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: 124,481 shares
    • Kestra Advisory Services, LLC: 24,798 shares

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

  8. period ended2024-09-30
    13F 112,091 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,011,592.

    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: 91,363 shares
    • Kestra Advisory Services, LLC: 20,728 shares

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