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Kestra Advisory Services, LLC: ARLU position timeline

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

Kestra Advisory Services, LLC held 85,672 ARLU 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 85,672 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $2,735,370.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 86,574 shares
    Change vs previous 13F -414 shares

    0.01% of the 13F portfolio, value $2,483,973.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 86,988 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $2,636,806.

    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 87,138 shares
    Change vs previous 13F -4,104 shares

    0.01% of the 13F portfolio, value $2,595,022.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 91,242 shares
    Change vs previous 13F +1,600 shares

    0.01% of the 13F portfolio, value $2,543,827.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 89,642 shares
    Change vs previous 13F +800 shares

    0.01% of the 13F portfolio, value $2,313,077.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 88,842 shares
    Change vs previous 13F -689 shares

    0.01% of the 13F portfolio, value $2,420,340.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 89,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,408,545.

    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).