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Kestra Advisory Services, LLC: AIQ position timeline

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

Kestra Advisory Services, LLC held 587,712 AIQ 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 587,712 shares
    Change vs previous 13F -97,990 shares

    0.1% of the 13F portfolio, value $38,559,816.

    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: 69,116 shares
    • Kestra Advisory Services, LLC: 518,596 shares

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

  2. period ended2026-03-31
    13F 685,702 shares
    Change vs previous 13F +27,217 shares

    0.09% of the 13F portfolio, value $32,001,704.

    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: 97,934 shares
    • Kestra Advisory Services, LLC: 587,768 shares

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

  3. period ended2025-12-31
    13F 658,485 shares
    Change vs previous 13F +87,897 shares

    0.1% of the 13F portfolio, value $33,490,587.

    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: 100,973 shares
    • Kestra Advisory Services, LLC: 557,512 shares

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

  4. period ended2025-09-30
    13F 570,588 shares
    Change vs previous 13F -56,918 shares

    0.1% of the 13F portfolio, value $28,181,358.

    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: 101,049 shares
    • Kestra Advisory Services, LLC: 469,539 shares

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

  5. period ended2025-06-30
    13F 627,506 shares
    Change vs previous 13F +128,272 shares

    0.1% of the 13F portfolio, value $27,415,716.

    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: 98,273 shares
    • Kestra Advisory Services, LLC: 529,233 shares

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

  6. period ended2025-03-31
    13F 499,234 shares
    Change vs previous 13F +39,859 shares

    0.07% of the 13F portfolio, value $18,162,133.

    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: 53,595 shares
    • Kestra Advisory Services, LLC: 445,639 shares

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

  7. period ended2024-12-31
    13F 459,375 shares
    Change vs previous 13F -50,464 shares

    0.07% of the 13F portfolio, value $17,750,250.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,653 shares
    • Kestra Advisory Services, LLC: 420,722 shares

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

  8. period ended2024-09-30
    13F 509,839 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,950,719.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,914 shares
    • Kestra Advisory Services, LLC: 467,925 shares

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