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Kestra Advisory Services, LLC: AVUS position timeline

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

Kestra Advisory Services, LLC held 392,517 AVUS 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 392,517 shares
    Change vs previous 13F -37,751 shares

    0.11% of the 13F portfolio, value $50,273,548.

    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: 6,966 shares
    • Kestra Advisory Services, LLC: 271,743 shares
    • Kestra Investment Management, LLC: 113,808 shares

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

  2. period ended2026-03-31
    13F 430,268 shares
    Change vs previous 13F +121,490 shares

    0.12% of the 13F portfolio, value $47,837,173.

    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: 2,244 shares
    • Kestra Advisory Services, LLC: 269,036 shares
    • Kestra Investment Management, LLC: 158,988 shares

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

  3. period ended2025-12-31
    13F 308,778 shares
    Change vs previous 13F +36,189 shares

    0.09% of the 13F portfolio, value $34,515,268.

    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: 1,885 shares
    • Kestra Advisory Services, LLC: 230,031 shares
    • Kestra Investment Management, LLC: 76,862 shares

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

  4. period ended2025-09-30
    13F 272,589 shares
    Change vs previous 13F +55,907 shares

    0.12% of the 13F portfolio, value $29,630,388.

    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: 206,212 shares
    • Kestra Investment Management, LLC: 66,377 shares

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

  5. period ended2025-06-30
    13F/A 216,682 shares
    Change vs previous 13F +54,828 shares

    0.09% of the 13F portfolio, value $21,845,820.

    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: 174,605 shares
    • Kestra Investment Management, LLC: 42,077 shares

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

  6. period ended2025-03-31
    13F/A 161,854 shares
    Change vs previous 13F +44,561 shares

    0.06% of the 13F portfolio, value $14,952,073.

    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: 137,241 shares
    • Kestra Investment Management, LLC: 24,613 shares

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

  7. period ended2024-12-31
    13F 117,293 shares
    Change vs previous 13F +32,525 shares

    0.05% of the 13F portfolio, value $11,369,254.

    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: 108,379 shares
    • Kestra Investment Management, LLC: 8,914 shares

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

  8. period ended2024-09-30
    13F 84,768 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,065,649.

    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).