Skip to content
Disclosery

Kestra Advisory Services, LLC: ARCC position timeline

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

Kestra Advisory Services, LLC held 536,930 ARCC 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 536,930 shares
    Change vs previous 13F +61,210 shares

    0.02% of the 13F portfolio, value $9,949,316.

    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: 16,779 shares
    • Kestra Advisory Services, LLC: 520,151 shares

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

  2. period ended2026-03-31
    13F 475,720 shares
    Change vs previous 13F -64,992 shares

    0.02% of the 13F portfolio, value $8,572,474.

    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: 89,015 shares
    • Kestra Advisory Services, LLC: 386,705 shares

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

  3. period ended2025-12-31
    13F 540,712 shares
    Change vs previous 13F +10,331 shares

    0.03% of the 13F portfolio, value $10,938,609.

    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: 97,796 shares
    • Kestra Advisory Services, LLC: 442,916 shares

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

  4. period ended2025-09-30
    13F 530,381 shares
    Change vs previous 13F +41,268 shares

    0.04% of the 13F portfolio, value $10,825,088.

    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: 99,542 shares
    • Kestra Advisory Services, LLC: 430,839 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 489,113 shares
    Change vs previous 13F +71,928 shares

    0.03% of the 13F portfolio, value $10,740,918.

    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: 95,260 shares
    • Kestra Advisory Services, LLC: 393,598 shares
    • Kestra Investment Management, LLC: 255 shares

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

  6. period ended2025-03-31
    13F 417,185 shares
    Change vs previous 13F -10,795 shares

    0.03% of the 13F portfolio, value $9,244,820.

    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: 102,544 shares
    • Kestra Advisory Services, LLC: 314,641 shares

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

  7. period ended2024-12-31
    13F 427,980 shares
    Change vs previous 13F +21,132 shares

    0.04% of the 13F portfolio, value $9,368,482.

    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: 101,043 shares
    • Kestra Advisory Services, LLC: 326,937 shares

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

  8. period ended2024-09-30
    13F 406,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,519,399.

    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: 98,470 shares
    • Kestra Advisory Services, LLC: 308,378 shares

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