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Kestra Advisory Services, LLC: AVA position timeline

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

Kestra Advisory Services, LLC held 46,568 AVA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,568 shares
    Change vs previous 13F +13,571 shares

    0.01% of the 13F portfolio, value $1,905,095.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,462 shares
    • Kestra Investment Management, LLC: 38,106 shares

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

  2. period ended2026-03-31
    13F 32,997 shares
    Change vs previous 13F +2,774 shares

    <0.01% of the 13F portfolio, value $1,324,507.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,846 shares
    • Kestra Investment Management, LLC: 24,151 shares

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

  3. period ended2025-12-31
    13F 30,223 shares
    Change vs previous 13F +3,467 shares

    <0.01% of the 13F portfolio, value $1,164,781.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,797 shares
    • Kestra Investment Management, LLC: 14,426 shares

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

  4. period ended2025-09-30
    13F 26,756 shares
    Change vs previous 13F +12,825 shares

    <0.01% of the 13F portfolio, value $1,011,653.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,192 shares
    • Kestra Investment Management, LLC: 11,564 shares

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

  5. period ended2025-06-30
    13F/A 13,931 shares
    Change vs previous 13F +8,002 shares

    <0.01% of the 13F portfolio, value $528,685.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,820 shares
    • Kestra Investment Management, LLC: 6,111 shares

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

  6. period ended2025-03-31
    13F/A 5,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,248.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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