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Kestra Advisory Services, LLC: ALLE position timeline

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

Kestra Advisory Services, LLC held 2,424 ALLE 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 2,424 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $340,504.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,688 shares
    Change vs previous 13F -3,341 shares

    <0.01% of the 13F portfolio, value $390,526.

    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: 0 shares
    • Kestra Advisory Services, LLC: 2,688 shares

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

  3. period ended2025-12-31
    13F 6,029 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $960,003.

    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: 1,639 shares
    • Kestra Advisory Services, LLC: 4,390 shares

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

  4. period ended2025-09-30
    13F 6,123 shares
    Change vs previous 13F -1,150 shares

    <0.01% of the 13F portfolio, value $1,085,893.

    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: 1,669 shares
    • Kestra Advisory Services, LLC: 4,454 shares

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

  5. period ended2025-06-30
    13F 7,273 shares
    Change vs previous 13F +3,738 shares

    <0.01% of the 13F portfolio, value $1,048,236.

    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: 2,629 shares
    • Kestra Advisory Services, LLC: 4,644 shares

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

  6. period ended2025-03-31
    13F 3,535 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $461,176.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,284 shares
    Change vs previous 13F -2,541 shares

    <0.01% of the 13F portfolio, value $559,833.

    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: 0 shares
    • Kestra Advisory Services, LLC: 4,284 shares

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

  8. period ended2024-09-30
    13F 6,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $994,624.

    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: 2,476 shares
    • Kestra Advisory Services, LLC: 4,349 shares

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