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Kestra Advisory Services, LLC: AVEM position timeline

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

Kestra Advisory Services, LLC held 2,324,182 AVEM 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 2,324,182 shares
    Change vs previous 13F -1,036,730 shares

    0.5% of the 13F portfolio, value $224,260,320.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 149,160 shares
    • Kestra Advisory Services, LLC: 289,536 shares
    • Kestra Investment Management, LLC: 1,885,486 shares

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

  2. period ended2026-03-31
    13F 3,360,912 shares
    Change vs previous 13F +1,586,878 shares

    0.67% of the 13F portfolio, value $270,822,238.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,457 shares
    • Kestra Advisory Services, LLC: 251,399 shares
    • Kestra Investment Management, LLC: 3,051,056 shares

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

  3. period ended2025-12-31
    13F 1,774,034 shares
    Change vs previous 13F +1,596,301 shares

    0.38% of the 13F portfolio, value $136,636,078.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,230 shares
    • Kestra Advisory Services, LLC: 254,261 shares
    • Kestra Investment Management, LLC: 1,475,543 shares

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

  4. period ended2025-09-30
    13F 177,733 shares
    Change vs previous 13F +90,964 shares

    0.04% of the 13F portfolio, value $13,349,448.

    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: 23,921 shares
    • Kestra Advisory Services, LLC: 114,135 shares
    • Kestra Investment Management, LLC: 39,677 shares

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

  5. period ended2025-06-30
    13F/A 86,769 shares
    Change vs previous 13F +25,824 shares

    0.02% of the 13F portfolio, value $5,947,144.

    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: 22,405 shares
    • Kestra Advisory Services, LLC: 37,157 shares
    • Kestra Investment Management, LLC: 27,207 shares

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

  6. period ended2025-03-31
    13F/A 60,945 shares
    Change vs previous 13F +14,626 shares

    0.01% of the 13F portfolio, value $3,667,060.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,583 shares
    • Kestra Advisory Services, LLC: 22,190 shares
    • Kestra Investment Management, LLC: 16,172 shares

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

  7. period ended2024-12-31
    13F 46,319 shares
    Change vs previous 13F +15,943 shares

    0.01% of the 13F portfolio, value $2,723,060.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,083 shares
    • Kestra Advisory Services, LLC: 20,533 shares
    • Kestra Investment Management, LLC: 2,703 shares

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

  8. period ended2024-09-30
    13F 30,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,962,296.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,095 shares
    • Kestra Advisory Services, LLC: 12,281 shares

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