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Kestra Advisory Services, LLC: ASX position timeline

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

Kestra Advisory Services, LLC held 13,840 ASX 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 13,840 shares
    Change vs previous 13F -6,336 shares

    <0.01% of the 13F portfolio, value $624,461.

    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: 0 shares
    • Kestra Advisory Services, LLC: 13,840 shares

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

  2. period ended2026-03-31
    13F 20,176 shares
    Change vs previous 13F -1,145 shares

    <0.01% of the 13F portfolio, value $437,415.

    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: 9,296 shares
    • Kestra Advisory Services, LLC: 10,880 shares

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

  3. period ended2025-12-31
    13F 21,321 shares
    Change vs previous 13F +5,442 shares

    <0.01% of the 13F portfolio, value $343,262.

    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 15,879 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $176,094.

    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 15,424 shares
    Change vs previous 13F -567 shares

    <0.01% of the 13F portfolio, value $159,332.

    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/A 15,991 shares
    Change vs previous 13F -74,667 shares

    <0.01% of the 13F portfolio, value $140,081.

    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: 15,991 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 90,658 shares
    Change vs previous 13F +74,372 shares

    <0.01% of the 13F portfolio, value $912,926.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,665 shares
    • Kestra Advisory Services, LLC: 16,929 shares
    • Kestra Investment Management, LLC: 1,064 shares

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

  8. period ended2024-09-30
    13F 16,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,951.

    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).