Kestra Advisory Services, LLC: AMT position timeline

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

Kestra Advisory Services, LLC held 67,767 AMT 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 67,767 shares
Change vs previous 13F +21,413 shares
0.03% of the 13F portfolio, value $11,084,668.
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: 17,394 shares
- Kestra Advisory Services, LLC: 50,373 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 46,354 shares
Change vs previous 13F -17,526 shares
0.02% of the 13F portfolio, value $7,999,655.
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: 20,431 shares
- Kestra Advisory Services, LLC: 25,923 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 63,880 shares
Change vs previous 13F -1,391 shares
0.03% of the 13F portfolio, value $11,215,404.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,886 shares
- Kestra Advisory Services, LLC: 28,994 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 65,271 shares
Change vs previous 13F -1,296 shares
0.04% of the 13F portfolio, value $12,552,863.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,321 shares
- Kestra Advisory Services, LLC: 28,950 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 66,567 shares
Change vs previous 13F -475 shares
0.05% of the 13F portfolio, value $14,712,664.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,272 shares
- Kestra Advisory Services, LLC: 28,295 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 67,042 shares
Change vs previous 13F +2,841 shares
0.05% of the 13F portfolio, value $14,588,340.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,086 shares
- Kestra Advisory Services, LLC: 31,849 shares
- Kestra Investment Management, LLC: 107 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 64,201 shares
Change vs previous 13F +6,658 shares
0.04% of the 13F portfolio, value $11,775,105.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 32,137 shares
- Kestra Advisory Services, LLC: 31,804 shares
- Kestra Investment Management, LLC: 260 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 57,543 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $13,382,131.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH 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: 30,415 shares
- Kestra Advisory Services, LLC: 27,128 shares
Acceptance time not in the bulk data set (spec §4.2).