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Kestra Advisory Services, LLC: AOR position timeline

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

Kestra Advisory Services, LLC held 258,952 AOR 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 258,952 shares
    Change vs previous 13F -10,042 shares

    0.04% of the 13F portfolio, value $17,997,218.

    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: 143,921 shares
    • Kestra Advisory Services, LLC: 115,031 shares

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

  2. period ended2026-03-31
    13F 268,994 shares
    Change vs previous 13F +18,774 shares

    0.05% of the 13F portfolio, value $17,309,751.

    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: 156,611 shares
    • Kestra Advisory Services, LLC: 112,383 shares

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

  3. period ended2025-12-31
    13F 250,220 shares
    Change vs previous 13F +21,372 shares

    0.05% of the 13F portfolio, value $16,266,787.

    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: 140,652 shares
    • Kestra Advisory Services, LLC: 109,568 shares

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

  4. period ended2025-09-30
    13F 228,848 shares
    Change vs previous 13F +6,104 shares

    0.05% of the 13F portfolio, value $14,733,284.

    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: 137,379 shares
    • Kestra Advisory Services, LLC: 91,469 shares

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

  5. period ended2025-06-30
    13F 222,744 shares
    Change vs previous 13F +6,514 shares

    0.05% of the 13F portfolio, value $13,714,339.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 136,723 shares
    • Kestra Advisory Services, LLC: 86,021 shares

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

  6. period ended2025-03-31
    13F 216,230 shares
    Change vs previous 13F -3,384 shares

    0.05% of the 13F portfolio, value $12,448,361.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 135,695 shares
    • Kestra Advisory Services, LLC: 80,535 shares

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

  7. period ended2024-12-31
    13F 219,614 shares
    Change vs previous 13F +3,220 shares

    0.05% of the 13F portfolio, value $12,588,274.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 137,454 shares
    • Kestra Advisory Services, LLC: 82,160 shares

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

  8. period ended2024-09-30
    13F 216,394 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,819,206.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 131,340 shares
    • Kestra Advisory Services, LLC: 85,054 shares

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