Skip to content
Disclosery

Kestra Advisory Services, LLC: AR position timeline

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

Kestra Advisory Services, LLC held 35,630 AR 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 35,630 shares
    Change vs previous 13F +3,967 shares

    <0.01% of the 13F portfolio, value $1,252,033.

    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: 6,956 shares
    • Kestra Advisory Services, LLC: 28,674 shares

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

  2. period ended2026-03-31
    13F 31,663 shares
    Change vs previous 13F +6,789 shares

    <0.01% of the 13F portfolio, value $1,343,772.

    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: 6,956 shares
    • Kestra Advisory Services, LLC: 24,707 shares

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

  3. period ended2025-12-31
    13F 24,874 shares
    Change vs previous 13F +1,696 shares

    <0.01% of the 13F portfolio, value $857,153.

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

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

  4. period ended2025-09-30
    13F 23,178 shares
    Change vs previous 13F -13,517 shares

    <0.01% of the 13F portfolio, value $777,849.

    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: 0 shares
    • Kestra Advisory Services, LLC: 23,178 shares

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

  5. period ended2025-06-30
    13F 36,695 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $1,478,069.

    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: 10,921 shares
    • Kestra Advisory Services, LLC: 25,774 shares

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

  6. period ended2025-03-31
    13F 36,566 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $1,478,729.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,851 shares
    • Kestra Advisory Services, LLC: 25,715 shares

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

  7. period ended2024-12-31
    13F 36,948 shares
    Change vs previous 13F +10,068 shares

    0.01% of the 13F portfolio, value $1,295,027.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,749 shares
    • Kestra Advisory Services, LLC: 24,199 shares

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

  8. period ended2024-09-30
    13F 26,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $770,112.

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

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