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Kestra Advisory Services, LLC: ASST position timeline

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

Kestra Advisory Services, LLC held 69,333 ASST 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 69,333 shares
    Change vs previous 13F +7,463 shares

    <0.01% of the 13F portfolio, value $756,423.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,162 shares
    • Kestra Advisory Services, LLC: 12,171 shares

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

  2. period ended2026-03-31
    13F 61,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $619,937.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,798 shares
    • Kestra Advisory Services, LLC: 12,072 shares

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