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Kestra Advisory Services, LLC: ATO position timeline

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

Kestra Advisory Services, LLC held 32,939 ATO 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 32,939 shares
    Change vs previous 13F -9,105 shares

    0.01% of the 13F portfolio, value $5,674,363.

    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: 25,714 shares
    • Kestra Advisory Services, LLC: 7,225 shares

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

  2. period ended2026-03-31
    13F 42,044 shares
    Change vs previous 13F +11,091 shares

    0.02% of the 13F portfolio, value $7,766,375.

    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: 25,319 shares
    • Kestra Advisory Services, LLC: 16,725 shares

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

  3. period ended2025-12-31
    13F 30,953 shares
    Change vs previous 13F +6,704 shares

    0.02% of the 13F portfolio, value $5,188,638.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,689 shares
    • Kestra Advisory Services, LLC: 6,264 shares

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

  4. period ended2025-09-30
    13F 24,249 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $4,140,561.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,198 shares
    • Kestra Advisory Services, LLC: 6,051 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 24,183 shares
    Change vs previous 13F +12,098 shares

    0.01% of the 13F portfolio, value $3,726,840.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,032 shares
    • Kestra Advisory Services, LLC: 6,048 shares
    • Kestra Investment Management, LLC: 2,103 shares

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

  6. period ended2025-03-31
    13F/A 12,085 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $1,868,100.

    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: 2,975 shares
    • Kestra Advisory Services, LLC: 5,235 shares
    • Kestra Investment Management, LLC: 3,875 shares

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

  7. period ended2024-12-31
    13F 12,025 shares
    Change vs previous 13F +3,217 shares

    0.01% of the 13F portfolio, value $1,674,721.

    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: 3,953 shares
    • Kestra Advisory Services, LLC: 5,474 shares
    • Kestra Investment Management, LLC: 2,598 shares

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

  8. period ended2024-09-30
    13F 8,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,221,749.

    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: 2,067 shares
    • Kestra Advisory Services, LLC: 4,530 shares
    • Kestra Investment Management, LLC: 2,211 shares

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