Kestra Advisory Services, LLC: AIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on AIT, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 6,713 AIT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,713 sharesChange vs previous 13F -1,140 shares
0.01% of the 13F portfolio, value $2,270,242.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 1,153 shares
- Kestra Investment Management, LLC: 5,560 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,853 sharesChange vs previous 13F +3,464 shares
0.01% of the 13F portfolio, value $2,083,523.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 1,102 shares
- Kestra Investment Management, LLC: 6,751 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,389 sharesChange vs previous 13F +1,475 shares
<0.01% of the 13F portfolio, value $1,126,939.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 1,348 shares
- Kestra Investment Management, LLC: 3,041 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,914 sharesChange vs previous 13F +1,674 shares
<0.01% of the 13F portfolio, value $760,901.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 1,225 shares
- Kestra Investment Management, LLC: 1,689 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,240 sharesChange vs previous 13F +53 shares
<0.01% of the 13F portfolio, value $288,147.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,187 sharesChange vs previous 13F -1,778 shares
<0.01% of the 13F portfolio, value $267,479.
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: 0 shares
- Kestra Advisory Services, LLC: 1,187 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,965 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $710,028.
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: 1,528 shares
- Kestra Advisory Services, LLC: 1,310 shares
- Kestra Investment Management, LLC: 127 shares
Acceptance time not in the bulk data set (spec §4.2).