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Kestra Advisory Services, LLC: APAM position timeline

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

Kestra Advisory Services, LLC held 76,117 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,117 shares
    Change vs previous 13F +6,652 shares

    0.01% of the 13F portfolio, value $2,628,320.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,480 shares
    • Kestra Investment Management, LLC: 68,637 shares

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

  2. period ended2026-03-31
    13F 69,465 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $2,527,831.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,073 shares
    • Kestra Investment Management, LLC: 62,392 shares

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

  3. period ended2025-12-31
    13F 69,436 shares
    Change vs previous 13F +1,996 shares

    0.01% of the 13F portfolio, value $2,828,825.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,441 shares
    • Kestra Investment Management, LLC: 60,995 shares

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

  4. period ended2025-09-30
    13F 67,440 shares
    Change vs previous 13F +2,905 shares

    0.01% of the 13F portfolio, value $2,926,875.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 9,083 shares
    • Kestra Investment Management, LLC: 58,357 shares

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

  5. period ended2025-06-30
    13F/A 64,535 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $2,860,828.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,079 shares
    • Kestra Investment Management, LLC: 56,456 shares

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

  6. period ended2025-03-31
    13F/A 63,878 shares
    Change vs previous 13F +15,792 shares

    0.08% of the 13F portfolio, value $2,497,630.

    13F-HR/A 0001962449-25-000003 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).

  7. period ended2024-12-31
    13F 48,086 shares
    Change vs previous 13F +16,695 shares

    0.08% of the 13F portfolio, value $2,070,102.

    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 31,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,359,859.

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

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 31,391 shares

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