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Kestra Advisory Services, LLC: AMG position timeline

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

Kestra Advisory Services, LLC held 18,205 AMG 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 18,205 shares
    Change vs previous 13F +2,319 shares

    0.02% of the 13F portfolio, value $6,160,720.

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

    • Kestra Advisory Services, LLC: 12,912 shares
    • Kestra Investment Management, LLC: 5,293 shares

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

  2. period ended2026-03-31
    13F 15,886 shares
    Change vs previous 13F -4,441 shares

    0.01% of the 13F portfolio, value $4,395,659.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 12,810 shares
    • Kestra Investment Management, LLC: 3,076 shares

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

  3. period ended2025-12-31
    13F 20,327 shares
    Change vs previous 13F -498 shares

    0.02% of the 13F portfolio, value $5,859,733.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 14,787 shares
    • Kestra Investment Management, LLC: 5,540 shares

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

  4. period ended2025-09-30
    13F 20,825 shares
    Change vs previous 13F -1,349 shares

    0.02% of the 13F portfolio, value $4,965,421.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 14,042 shares
    • Kestra Investment Management, LLC: 6,783 shares

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

  5. period ended2025-06-30
    13F/A 22,174 shares
    Change vs previous 13F -1,384 shares

    0.02% of the 13F portfolio, value $4,363,184.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,170 shares
    • Kestra Investment Management, LLC: 7,004 shares

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

  6. period ended2025-03-31
    13F/A 23,558 shares
    Change vs previous 13F +18,902 shares

    0.02% of the 13F portfolio, value $3,958,452.

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

    • Kestra Advisory Services, LLC: 16,232 shares
    • Kestra Investment Management, LLC: 7,326 shares

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

  7. period ended2024-12-31
    13F 4,656 shares
    Change vs previous 13F +1,071 shares

    0.03% of the 13F portfolio, value $861,017.

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

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

  8. period ended2024-09-30
    13F 3,585 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $637,413.

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

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