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Kestra Advisory Services, LLC: AVDV position timeline

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

Kestra Advisory Services, LLC held 154,163 AVDV 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 154,163 shares
    Change vs previous 13F -17,778 shares

    0.04% of the 13F portfolio, value $15,886,533.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 81,226 shares
    • Kestra Investment Management, LLC: 72,937 shares

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

  2. period ended2026-03-31
    13F 171,941 shares
    Change vs previous 13F +61,758 shares

    0.05% of the 13F portfolio, value $17,170,022.

    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: 56,497 shares
    • Kestra Investment Management, LLC: 115,444 shares

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

  3. period ended2025-12-31
    13F 110,183 shares
    Change vs previous 13F +11,296 shares

    0.04% of the 13F portfolio, value $10,353,930.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 51,545 shares
    • Kestra Investment Management, LLC: 58,638 shares

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

  4. period ended2025-09-30
    13F 98,887 shares
    Change vs previous 13F +41,372 shares

    0.03% of the 13F portfolio, value $8,803,941.

    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: 49,921 shares
    • Kestra Investment Management, LLC: 48,966 shares

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

  5. period ended2025-06-30
    13F/A 57,515 shares
    Change vs previous 13F +20,941 shares

    0.02% of the 13F portfolio, value $4,559,797.

    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: 30,077 shares
    • Kestra Investment Management, LLC: 27,438 shares

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

  6. period ended2025-03-31
    13F/A 36,574 shares
    Change vs previous 13F +5,312 shares

    0.01% of the 13F portfolio, value $2,550,671.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 22,658 shares
    • Kestra Investment Management, LLC: 13,916 shares

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

  7. period ended2024-12-31
    13F 31,262 shares
    Change vs previous 13F +9,077 shares

    0.01% of the 13F portfolio, value $2,034,532.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 26,879 shares
    • Kestra Investment Management, LLC: 4,383 shares

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

  8. period ended2024-09-30
    13F 22,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,567,813.

    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).