Skip to content
Disclosery

Kestra Advisory Services, LLC: AVLV position timeline

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

Kestra Advisory Services, LLC held 819,854 AVLV 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 819,854 shares
    Change vs previous 13F +47,290 shares

    0.17% of the 13F portfolio, value $74,778,922.

    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: 3,073 shares
    • Kestra Advisory Services, LLC: 568,940 shares
    • Kestra Investment Management, LLC: 247,841 shares

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

  2. period ended2026-03-31
    13F 772,564 shares
    Change vs previous 13F +9,397 shares

    0.15% of the 13F portfolio, value $62,276,368.

    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: 3,986 shares
    • Kestra Advisory Services, LLC: 548,647 shares
    • Kestra Investment Management, LLC: 219,931 shares

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

  3. period ended2025-12-31
    13F 763,167 shares
    Change vs previous 13F +35,443 shares

    0.16% of the 13F portfolio, value $57,825,155.

    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: 4,239 shares
    • Kestra Advisory Services, LLC: 525,810 shares
    • Kestra Investment Management, LLC: 233,118 shares

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

  4. period ended2025-09-30
    13F 727,724 shares
    Change vs previous 13F +41,822 shares

    0.16% of the 13F portfolio, value $52,585,289.

    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: 4,215 shares
    • Kestra Advisory Services, LLC: 499,857 shares
    • Kestra Investment Management, LLC: 223,652 shares

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

  5. period ended2025-06-30
    13F/A 685,902 shares
    Change vs previous 13F -151,301 shares

    0.15% of the 13F portfolio, value $46,785,379.

    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: 4,284 shares
    • Kestra Advisory Services, LLC: 472,476 shares
    • Kestra Investment Management, LLC: 209,142 shares

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

  6. period ended2025-03-31
    13F/A 837,203 shares
    Change vs previous 13F +638,584 shares

    0.18% of the 13F portfolio, value $54,594,008.

    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: 5,162 shares
    • Kestra Advisory Services, LLC: 491,200 shares
    • Kestra Investment Management, LLC: 340,841 shares

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

  7. period ended2024-12-31
    13F 198,619 shares
    Change vs previous 13F -32,291 shares

    0.16% of the 13F portfolio, value $13,261,787.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,615 shares
    • Kestra Investment Management, LLC: 195,004 shares

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

  8. period ended2024-09-30
    13F 230,910 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,200,805.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,647 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 195,263 shares

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