Kestra Advisory Services, LLC: AN position timeline

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

Kestra Advisory Services, LLC held 12,022 AN 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 12,022 shares
Change vs previous 13F +41 shares
0.01% of the 13F portfolio, value $2,233,531.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 6,392 shares
- Kestra Advisory Services, LLC: 5,630 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,981 shares
Change vs previous 13F -57 shares
0.01% of the 13F portfolio, value $2,339,372.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,390 shares
- Kestra Advisory Services, LLC: 5,591 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,038 shares
Change vs previous 13F +135 shares
0.01% of the 13F portfolio, value $2,485,566.
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: 6,370 shares
- Kestra Advisory Services, LLC: 5,668 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,903 shares
Change vs previous 13F +266 shares
0.01% of the 13F portfolio, value $2,603,976.
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: 6,288 shares
- Kestra Advisory Services, LLC: 5,615 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 11,637 shares
Change vs previous 13F -1,818 shares
0.01% of the 13F portfolio, value $2,311,690.
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: 6,233 shares
- Kestra Advisory Services, LLC: 5,404 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 13,455 shares
Change vs previous 13F -632 shares
0.01% of the 13F portfolio, value $2,178,635.
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: 6,365 shares
- Kestra Advisory Services, LLC: 5,179 shares
- Kestra Investment Management, LLC: 1,911 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,087 shares
Change vs previous 13F -390 shares
0.01% of the 13F portfolio, value $2,392,536.
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: 6,435 shares
- Kestra Advisory Services, LLC: 5,145 shares
- Kestra Investment Management, LLC: 2,507 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 14,477 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,590,225.
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: 6,450 shares
- Kestra Advisory Services, LLC: 4,755 shares
- Kestra Investment Management, LLC: 3,272 shares
Acceptance time not in the bulk data set (spec §4.2).