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Kestra Advisory Services, LLC: AVIG position timeline

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

Kestra Advisory Services, LLC held 399,893 AVIG 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 399,893 shares
    Change vs previous 13F +73,918 shares

    0.05% of the 13F portfolio, value $16,559,593.

    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: 115,169 shares
    • Kestra Investment Management, LLC: 284,724 shares

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

  2. period ended2026-03-31
    13F 325,975 shares
    Change vs previous 13F -27,436 shares

    0.04% of the 13F portfolio, value $13,540,996.

    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: 100,851 shares
    • Kestra Investment Management, LLC: 225,124 shares

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

  3. period ended2025-12-31
    13F 353,411 shares
    Change vs previous 13F +122,250 shares

    0.05% of the 13F portfolio, value $14,816,043.

    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: 96,888 shares
    • Kestra Investment Management, LLC: 256,523 shares

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

  4. period ended2025-09-30
    13F 231,161 shares
    Change vs previous 13F +122,641 shares

    0.04% of the 13F portfolio, value $9,727,235.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 45,577 shares
    • Kestra Investment Management, LLC: 185,584 shares

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

  5. period ended2025-06-30
    13F/A 108,520 shares
    Change vs previous 13F +52,405 shares

    0.02% of the 13F portfolio, value $4,516,611.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,290 shares
    • Kestra Investment Management, LLC: 100,230 shares

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

  6. period ended2025-03-31
    13F/A 56,115 shares
    Change vs previous 13F +37,733 shares

    0.01% of the 13F portfolio, value $2,322,600.

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

    • Kestra Advisory Services, LLC: 8,853 shares
    • Kestra Investment Management, LLC: 47,262 shares

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

  7. period ended2024-12-31
    13F 18,382 shares
    Change vs previous 13F +13,137 shares

    <0.01% of the 13F portfolio, value $745,756.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 9,076 shares
    • Kestra Investment Management, LLC: 9,306 shares

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

  8. period ended2024-09-30
    13F 5,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,976.

    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).