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Kestra Advisory Services, LLC: APD position timeline

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

Kestra Advisory Services, LLC held 41,338 APD 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 41,338 shares
    Change vs previous 13F +265 shares

    0.03% of the 13F portfolio, value $12,119,194.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,425 shares
    • Kestra Advisory Services, LLC: 25,913 shares

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

  2. period ended2026-03-31
    13F 41,073 shares
    Change vs previous 13F +5,666 shares

    0.03% of the 13F portfolio, value $11,931,360.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,069 shares
    • Kestra Advisory Services, LLC: 25,004 shares

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

  3. period ended2025-12-31
    13F 35,407 shares
    Change vs previous 13F +1,066 shares

    0.03% of the 13F portfolio, value $8,746,296.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,290 shares
    • Kestra Advisory Services, LLC: 24,117 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 34,341 shares
    Change vs previous 13F -3,415 shares

    0.03% of the 13F portfolio, value $9,365,700.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,626 shares
    • Kestra Advisory Services, LLC: 16,934 shares
    • Kestra Investment Management, LLC: 781 shares

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

  5. period ended2025-06-30
    13F/A 37,756 shares
    Change vs previous 13F -4,147 shares

    0.03% of the 13F portfolio, value $10,649,573.

    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: 23,839 shares
    • Kestra Advisory Services, LLC: 11,349 shares
    • Kestra Investment Management, LLC: 2,568 shares

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

  6. period ended2025-03-31
    13F/A 41,903 shares
    Change vs previous 13F +3,065 shares

    0.04% of the 13F portfolio, value $12,358,034.

    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: 24,410 shares
    • Kestra Advisory Services, LLC: 9,977 shares
    • Kestra Investment Management, LLC: 7,516 shares

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

  7. period ended2024-12-31
    13F 38,838 shares
    Change vs previous 13F -15,867 shares

    0.04% of the 13F portfolio, value $11,264,574.

    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: 24,054 shares
    • Kestra Advisory Services, LLC: 9,980 shares
    • Kestra Investment Management, LLC: 4,804 shares

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

  8. period ended2024-09-30
    13F 54,705 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $16,287,803.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,844 shares
    • Kestra Advisory Services, LLC: 30,530 shares
    • Kestra Investment Management, LLC: 3,331 shares

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