Kestra Advisory Services, LLC: AJG position timeline

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

Kestra Advisory Services, LLC held 50,820 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 50,820 shares
Change vs previous 13F +1,532 shares
0.03% of the 13F portfolio, value $11,666,766.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,939 shares
- Kestra Advisory Services, LLC: 42,881 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,288 shares
Change vs previous 13F +31,125 shares
0.03% of the 13F portfolio, value $10,674,956.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,971 shares
- Kestra Advisory Services, LLC: 41,317 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 18,163 shares
Change vs previous 13F +1,232 shares
0.01% of the 13F portfolio, value $4,700,532.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,261 shares
- Kestra Advisory Services, LLC: 15,902 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 16,931 shares
Change vs previous 13F -30,624 shares
0.02% of the 13F portfolio, value $5,244,459.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,830 shares
- Kestra Advisory Services, LLC: 14,101 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 47,555 shares
Change vs previous 13F +31,816 shares
0.06% of the 13F portfolio, value $15,223,409.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,542 shares
- Kestra Advisory Services, LLC: 45,013 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 15,739 shares
Change vs previous 13F -33,268 shares
0.02% of the 13F portfolio, value $5,433,733.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,612 shares
- Kestra Advisory Services, LLC: 12,970 shares
- Kestra Investment Management, LLC: 157 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 49,007 shares
Change vs previous 13F +34,134 shares
0.05% of the 13F portfolio, value $13,910,637.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,787 shares
- Kestra Advisory Services, LLC: 46,052 shares
- Kestra Investment Management, LLC: 168 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 14,873 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,184,907.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,370 shares
- Kestra Advisory Services, LLC: 12,503 shares
Acceptance time not in the bulk data set (spec §4.2).