Skip to content
Disclosery

Kestra Advisory Services, LLC: APO position timeline

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

Kestra Advisory Services, LLC held 36,538 APO 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 36,538 shares
    Change vs previous 13F +578 shares

    0.01% of the 13F portfolio, value $4,322,898.

    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: 1,740 shares
    • Kestra Advisory Services, LLC: 30,074 shares
    • Kestra Investment Management, LLC: 4,724 shares

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

  2. period ended2026-03-31
    13F 35,960 shares
    Change vs previous 13F -33,983 shares

    0.01% of the 13F portfolio, value $4,006,659.

    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: 3,169 shares
    • Kestra Advisory Services, LLC: 28,295 shares
    • Kestra Investment Management, LLC: 4,496 shares

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

  3. period ended2025-12-31
    13F 69,943 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $10,125,004.

    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: 24,611 shares
    • Kestra Advisory Services, LLC: 40,607 shares
    • Kestra Investment Management, LLC: 4,725 shares

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

  4. period ended2025-09-30
    13F 69,659 shares
    Change vs previous 13F +5,089 shares

    0.03% of the 13F portfolio, value $9,283,461.

    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: 25,170 shares
    • Kestra Advisory Services, LLC: 39,863 shares
    • Kestra Investment Management, LLC: 4,626 shares

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

  5. period ended2025-06-30
    13F/A 64,570 shares
    Change vs previous 13F +10,918 shares

    0.03% of the 13F portfolio, value $9,160,460.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,168 shares
    • Kestra Advisory Services, LLC: 36,665 shares
    • Kestra Investment Management, LLC: 4,737 shares

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

  6. period ended2025-03-31
    13F/A 53,652 shares
    Change vs previous 13F +4,400 shares

    0.02% of the 13F portfolio, value $7,347,105.

    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: 25,809 shares
    • Kestra Advisory Services, LLC: 17,861 shares
    • Kestra Investment Management, LLC: 9,982 shares

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

  7. period ended2024-12-31
    13F 49,252 shares
    Change vs previous 13F +21,666 shares

    0.03% of the 13F portfolio, value $8,134,460.

    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: 24,182 shares
    • Kestra Advisory Services, LLC: 18,427 shares
    • Kestra Investment Management, LLC: 6,643 shares

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

  8. period ended2024-09-30
    13F 27,586 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,445,723.

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

    • Kestra Advisory Services, LLC: 18,043 shares
    • Kestra Investment Management, LLC: 9,543 shares

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