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Kestra Advisory Services, LLC: APP position timeline

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

Kestra Advisory Services, LLC held 18,439 APP 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 18,439 shares
    Change vs previous 13F +1,486 shares

    0.02% of the 13F portfolio, value $9,500,051.

    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: 8,155 shares
    • Kestra Advisory Services, LLC: 9,497 shares
    • Kestra Investment Management, LLC: 787 shares

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

  2. period ended2026-03-31
    13F 16,953 shares
    Change vs previous 13F -895 shares

    0.02% of the 13F portfolio, value $6,747,082.

    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: 7,511 shares
    • Kestra Advisory Services, LLC: 9,442 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 17,848 shares
    Change vs previous 13F +3,596 shares

    0.03% of the 13F portfolio, value $12,026,117.

    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: 9,024 shares
    • Kestra Advisory Services, LLC: 8,519 shares
    • Kestra Investment Management, LLC: 305 shares

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

  4. period ended2025-09-30
    13F 14,252 shares
    Change vs previous 13F -1,288 shares

    0.03% of the 13F portfolio, value $10,240,632.

    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: 5,445 shares
    • Kestra Advisory Services, LLC: 8,451 shares
    • Kestra Investment Management, LLC: 356 shares

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

  5. period ended2025-06-30
    13F 15,540 shares
    Change vs previous 13F +2,906 shares

    0.02% of the 13F portfolio, value $5,440,243.

    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: 8,273 shares
    • Kestra Advisory Services, LLC: 7,267 shares

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

  6. period ended2025-03-31
    13F/A 12,634 shares
    Change vs previous 13F -15,458 shares

    0.01% of the 13F portfolio, value $3,347,631.

    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: 6,810 shares
    • Kestra Advisory Services, LLC: 5,824 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 28,092 shares
    Change vs previous 13F -1,185 shares

    0.03% of the 13F portfolio, value $9,097,032.

    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: 20,436 shares
    • Kestra Advisory Services, LLC: 7,498 shares
    • Kestra Investment Management, LLC: 158 shares

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

  8. period ended2024-09-30
    13F 29,277 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,822,113.

    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: 22,970 shares
    • Kestra Advisory Services, LLC: 6,307 shares

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