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Kestra Advisory Services, LLC: ALL position timeline

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

Kestra Advisory Services, LLC held 60,516 ALL 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 60,516 shares
    Change vs previous 13F +160 shares

    0.03% of the 13F portfolio, value $14,399,198.

    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: 25,632 shares
    • Kestra Advisory Services, LLC: 33,550 shares
    • Kestra Investment Management, LLC: 1,334 shares

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

  2. period ended2026-03-31
    13F 60,356 shares
    Change vs previous 13F +8,363 shares

    0.03% of the 13F portfolio, value $12,513,999.

    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: 25,292 shares
    • Kestra Advisory Services, LLC: 33,944 shares
    • Kestra Investment Management, LLC: 1,120 shares

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

  3. period ended2025-12-31
    13F 51,993 shares
    Change vs previous 13F +5,205 shares

    0.03% of the 13F portfolio, value $10,822,526.

    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: 22,919 shares
    • Kestra Advisory Services, LLC: 29,074 shares

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

  4. period ended2025-09-30
    13F 46,788 shares
    Change vs previous 13F +9,630 shares

    0.03% of the 13F portfolio, value $10,043,072.

    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: 22,420 shares
    • Kestra Advisory Services, LLC: 24,368 shares

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

  5. period ended2025-06-30
    13F 37,158 shares
    Change vs previous 13F -444 shares

    0.03% of the 13F portfolio, value $7,480,280.

    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: 20,816 shares
    • Kestra Advisory Services, LLC: 16,342 shares

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

  6. period ended2025-03-31
    13F/A 37,602 shares
    Change vs previous 13F +3,681 shares

    0.03% of the 13F portfolio, value $7,786,247.

    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: 21,036 shares
    • Kestra Advisory Services, LLC: 16,566 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 33,921 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $6,539,677.

    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: 15,696 shares
    • Kestra Advisory Services, LLC: 18,201 shares
    • Kestra Investment Management, LLC: 24 shares

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

  8. period ended2024-09-30
    13F 33,884 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,426,179.

    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: 15,297 shares
    • Kestra Advisory Services, LLC: 18,587 shares

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