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Kestra Advisory Services, LLC: AU position timeline

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

Kestra Advisory Services, LLC held 41,452 AU 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 41,452 shares
    Change vs previous 13F -11,050 shares

    0.01% of the 13F portfolio, value $3,353,054.

    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: 41,452 shares

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

  2. period ended2026-03-31
    13F 52,502 shares
    Change vs previous 13F -5,374 shares

    0.01% of the 13F portfolio, value $5,111,556.

    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: 11,320 shares
    • Kestra Advisory Services, LLC: 41,182 shares

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

  3. period ended2025-12-31
    13F 57,876 shares
    Change vs previous 13F +9,839 shares

    0.02% of the 13F portfolio, value $4,935,668.

    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: 13,356 shares
    • Kestra Advisory Services, LLC: 44,520 shares

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

  4. period ended2025-09-30
    13F 48,037 shares
    Change vs previous 13F +1,152 shares

    0.02% of the 13F portfolio, value $3,378,466.

    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 46,885 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $2,136,546.

    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 45,919 shares
    Change vs previous 13F -4,283 shares

    0.01% of the 13F portfolio, value $1,704,513.

    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 50,202 shares
    Change vs previous 13F -1,016 shares

    0.01% of the 13F portfolio, value $1,158,662.

    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 51,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,363,943.

    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).