Skip to content
Disclosery

Kestra Advisory Services, LLC: AVB position timeline

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

Kestra Advisory Services, LLC held 4,112 AVB 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 4,112 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $775,989.

    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: 1,517 shares
    • Kestra Advisory Services, LLC: 2,595 shares

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

  2. period ended2026-03-31
    13F 4,385 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $716,178.

    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: 1,709 shares
    • Kestra Advisory Services, LLC: 2,676 shares

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

  3. period ended2025-12-31
    13F 4,215 shares
    Change vs previous 13F -1,005 shares

    <0.01% of the 13F portfolio, value $764,162.

    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: 1,164 shares
    • Kestra Advisory Services, LLC: 3,051 shares

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

  4. period ended2025-09-30
    13F 5,220 shares
    Change vs previous 13F -3,389 shares

    <0.01% of the 13F portfolio, value $1,008,430.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,923 shares
    • Kestra Advisory Services, LLC: 3,297 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 8,609 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $1,751,904.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,437 shares
    • Kestra Advisory Services, LLC: 6,488 shares
    • Kestra Investment Management, LLC: 684 shares

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

  6. period ended2025-03-31
    13F/A 9,229 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $1,980,729.

    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: 1,690 shares
    • Kestra Advisory Services, LLC: 6,747 shares
    • Kestra Investment Management, LLC: 792 shares

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

  7. period ended2024-12-31
    13F 9,498 shares
    Change vs previous 13F +1,907 shares

    0.01% of the 13F portfolio, value $2,089,275.

    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: 1,662 shares
    • Kestra Advisory Services, LLC: 6,847 shares
    • Kestra Investment Management, LLC: 989 shares

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

  8. period ended2024-09-30
    13F 7,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,712,451.

    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: 1,570 shares
    • Kestra Advisory Services, LLC: 3,825 shares
    • Kestra Investment Management, LLC: 2,196 shares

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