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Kestra Advisory Services, LLC: AM position timeline

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

Kestra Advisory Services, LLC held 159,119 AM 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 159,119 shares
    Change vs previous 13F -51,764 shares

    0.01% of the 13F portfolio, value $3,619,973.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,079 shares
    • Kestra Advisory Services, LLC: 59,486 shares
    • Kestra Investment Management, LLC: 38,554 shares

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

  2. period ended2026-03-31
    13F 210,883 shares
    Change vs previous 13F -27,711 shares

    0.01% of the 13F portfolio, value $4,808,124.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,857 shares
    • Kestra Advisory Services, LLC: 59,364 shares
    • Kestra Investment Management, LLC: 50,662 shares

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

  3. period ended2025-12-31
    13F 238,594 shares
    Change vs previous 13F -3,891 shares

    0.01% of the 13F portfolio, value $4,244,590.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 106,898 shares
    • Kestra Advisory Services, LLC: 57,444 shares
    • Kestra Investment Management, LLC: 74,252 shares

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

  4. period ended2025-09-30
    13F 242,485 shares
    Change vs previous 13F +27,515 shares

    0.01% of the 13F portfolio, value $4,713,893.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,893 shares
    • Kestra Advisory Services, LLC: 54,567 shares
    • Kestra Investment Management, LLC: 83,025 shares

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

  5. period ended2025-06-30
    13F/A 214,970 shares
    Change vs previous 13F +9,970 shares

    0.01% of the 13F portfolio, value $4,073,689.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 67,320 shares
    • Kestra Advisory Services, LLC: 55,439 shares
    • Kestra Investment Management, LLC: 92,211 shares

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

  6. period ended2025-03-31
    13F/A 205,000 shares
    Change vs previous 13F +44,141 shares

    0.01% of the 13F portfolio, value $3,690,000.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,501 shares
    • Kestra Advisory Services, LLC: 50,616 shares
    • Kestra Investment Management, LLC: 98,883 shares

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

  7. period ended2024-12-31
    13F 160,859 shares
    Change vs previous 13F +33,319 shares

    0.01% of the 13F portfolio, value $2,427,362.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 53,399 shares
    • Kestra Investment Management, LLC: 107,460 shares

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

  8. period ended2024-09-30
    13F 127,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,919,478.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 54,226 shares
    • Kestra Investment Management, LLC: 73,314 shares

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