Kestra Advisory Services, LLC: AOA position timeline

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

Kestra Advisory Services, LLC held 163,270 AOA 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 163,270 shares
Change vs previous 13F +12,129 shares
0.04% of the 13F portfolio, value $15,935,131.
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: 108,771 shares
- Kestra Advisory Services, LLC: 54,499 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 151,141 shares
Change vs previous 13F -44,564 shares
0.04% of the 13F portfolio, value $13,374,513.
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: 96,306 shares
- Kestra Advisory Services, LLC: 54,835 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 195,705 shares
Change vs previous 13F +45,967 shares
0.05% of the 13F portfolio, value $17,527,317.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 92,254 shares
- Kestra Advisory Services, LLC: 103,451 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 149,738 shares
Change vs previous 13F +8,112 shares
0.04% of the 13F portfolio, value $13,197,837.
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: 92,813 shares
- Kestra Advisory Services, LLC: 56,925 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 141,626 shares
Change vs previous 13F +20,910 shares
0.04% of the 13F portfolio, value $11,811,632.
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: 83,109 shares
- Kestra Advisory Services, LLC: 58,517 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 120,716 shares
Change vs previous 13F +20,873 shares
0.03% of the 13F portfolio, value $9,234,775.
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: 78,481 shares
- Kestra Advisory Services, LLC: 42,235 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 99,843 shares
Change vs previous 13F +7,060 shares
0.03% of the 13F portfolio, value $7,648,972.
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: 70,430 shares
- Kestra Advisory Services, LLC: 29,239 shares
- Kestra Investment Management, LLC: 174 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 92,783 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,321,535.
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: 63,329 shares
- Kestra Advisory Services, LLC: 29,454 shares
Acceptance time not in the bulk data set (spec §4.2).