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Kestra Advisory Services, LLC: ARKK position timeline

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

Kestra Advisory Services, LLC held 152,098 ARKK 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 152,098 shares
    Change vs previous 13F -9,050 shares

    0.03% of the 13F portfolio, value $12,292,521.

    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: 60,859 shares
    • Kestra Advisory Services, LLC: 91,239 shares

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

  2. period ended2026-03-31
    13F 161,148 shares
    Change vs previous 13F +8,673 shares

    0.03% of the 13F portfolio, value $10,892,005.

    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: 64,815 shares
    • Kestra Advisory Services, LLC: 96,333 shares

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

  3. period ended2025-12-31
    13F 152,475 shares
    Change vs previous 13F +8,258 shares

    0.04% of the 13F portfolio, value $11,728,421.

    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: 67,719 shares
    • Kestra Advisory Services, LLC: 84,756 shares

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

  4. period ended2025-09-30
    13F 144,217 shares
    Change vs previous 13F +9,893 shares

    0.04% of the 13F portfolio, value $12,445,955.

    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: 64,140 shares
    • Kestra Advisory Services, LLC: 80,077 shares

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

  5. period ended2025-06-30
    13F 134,324 shares
    Change vs previous 13F -42,863 shares

    0.03% of the 13F portfolio, value $9,441,601.

    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: 61,129 shares
    • Kestra Advisory Services, LLC: 73,195 shares

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

  6. period ended2025-03-31
    13F/A 177,187 shares
    Change vs previous 13F -8,979 shares

    0.03% of the 13F portfolio, value $8,430,558.

    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: 89,543 shares
    • Kestra Advisory Services, LLC: 87,644 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 186,166 shares
    Change vs previous 13F -51,659 shares

    0.04% of the 13F portfolio, value $10,568,644.

    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: 81,201 shares
    • Kestra Advisory Services, LLC: 103,768 shares
    • Kestra Investment Management, LLC: 1,197 shares

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

  8. period ended2024-09-30
    13F 237,825 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,303,846.

    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: 94,145 shares
    • Kestra Advisory Services, LLC: 143,680 shares

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