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Kestra Advisory Services, LLC: ARES position timeline

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

Kestra Advisory Services, LLC held 9,342 ARES shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,342 shares
    Change vs previous 13F +3,934 shares

    <0.01% of the 13F portfolio, value $1,039,909.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,182 shares
    • Kestra Advisory Services, LLC: 1,947 shares
    • Kestra Investment Management, LLC: 5,213 shares

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

  2. period ended2026-03-31
    13F 5,408 shares
    Change vs previous 13F -3,856 shares

    <0.01% of the 13F portfolio, value $589,975.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,372 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 3,036 shares

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

  3. period ended2025-12-31
    13F 9,264 shares
    Change vs previous 13F +705 shares

    0.01% of the 13F portfolio, value $1,497,267.

    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 8,559 shares
    Change vs previous 13F -1,570 shares

    0.01% of the 13F portfolio, value $1,368,537.

    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: 8,559 shares

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

  5. period ended2025-06-30
    13F 10,129 shares
    Change vs previous 13F +1,817 shares

    0.01% of the 13F portfolio, value $1,754,392.

    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: 1,358 shares
    • Kestra Advisory Services, LLC: 8,771 shares

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

  6. period ended2025-03-31
    13F/A 8,312 shares
    Change vs previous 13F +627 shares

    0.01% of the 13F portfolio, value $1,218,622.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,312 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 7,685 shares
    Change vs previous 13F -2,018 shares

    0.01% of the 13F portfolio, value $1,360,476.

    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: 1,234 shares
    • Kestra Advisory Services, LLC: 6,427 shares
    • Kestra Investment Management, LLC: 24 shares

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

  8. period ended2024-09-30
    13F 9,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,512,180.

    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: 1,291 shares
    • Kestra Advisory Services, LLC: 8,412 shares

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