Skip to content
Disclosery

Kestra Advisory Services, LLC: AVDE position timeline

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

Kestra Advisory Services, LLC held 715,476 AVDE 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 715,476 shares
    Change vs previous 13F +91,442 shares

    0.16% of the 13F portfolio, value $63,820,411.

    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: 34,385 shares
    • Kestra Advisory Services, LLC: 681,091 shares

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

  2. period ended2026-03-31
    13F 624,034 shares
    Change vs previous 13F +95,232 shares

    0.15% of the 13F portfolio, value $52,943,047.

    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: 28,951 shares
    • Kestra Advisory Services, LLC: 595,083 shares

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

  3. period ended2025-12-31
    13F 528,802 shares
    Change vs previous 13F +283,458 shares

    0.13% of the 13F portfolio, value $43,531,007.

    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: 25,588 shares
    • Kestra Advisory Services, LLC: 503,214 shares

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

  4. period ended2025-09-30
    13F 245,344 shares
    Change vs previous 13F +124,372 shares

    0.07% of the 13F portfolio, value $19,357,630.

    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: 21,549 shares
    • Kestra Advisory Services, LLC: 223,795 shares

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

  5. period ended2025-06-30
    13F 120,972 shares
    Change vs previous 13F +59,766 shares

    0.03% of the 13F portfolio, value $8,953,140.

    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: 14,985 shares
    • Kestra Advisory Services, LLC: 105,987 shares

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

  6. period ended2025-03-31
    13F 61,206 shares
    Change vs previous 13F -1,246 shares

    0.02% of the 13F portfolio, value $4,056,122.

    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 62,452 shares
    Change vs previous 13F +33,303 shares

    0.02% of the 13F portfolio, value $3,832,679.

    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 29,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,953,887.

    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).