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Kestra Advisory Services, LLC: AVUV position timeline

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

Kestra Advisory Services, LLC held 631,580 AVUV 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 631,580 shares
    Change vs previous 13F +17,489 shares

    0.17% of the 13F portfolio, value $78,795,951.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 287,416 shares
    • Kestra Advisory Services, LLC: 258,481 shares
    • Kestra Investment Management, LLC: 85,683 shares

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

  2. period ended2026-03-31
    13F 614,091 shares
    Change vs previous 13F +100,252 shares

    0.17% of the 13F portfolio, value $67,838,668.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 274,923 shares
    • Kestra Advisory Services, LLC: 203,586 shares
    • Kestra Investment Management, LLC: 135,582 shares

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

  3. period ended2025-12-31
    13F 513,839 shares
    Change vs previous 13F +41,446 shares

    0.14% of the 13F portfolio, value $52,401,355.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 274,742 shares
    • Kestra Advisory Services, LLC: 171,602 shares
    • Kestra Investment Management, LLC: 67,495 shares

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

  4. period ended2025-09-30
    13F 472,393 shares
    Change vs previous 13F +76,484 shares

    0.14% of the 13F portfolio, value $47,017,349.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 272,890 shares
    • Kestra Advisory Services, LLC: 143,743 shares
    • Kestra Investment Management, LLC: 55,760 shares

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

  5. period ended2025-06-30
    13F/A 395,909 shares
    Change vs previous 13F +40,643 shares

    0.12% of the 13F portfolio, value $36,067,351.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 270,863 shares
    • Kestra Advisory Services, LLC: 94,385 shares
    • Kestra Investment Management, LLC: 30,661 shares

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

  6. period ended2025-03-31
    13F/A 355,266 shares
    Change vs previous 13F -2,885 shares

    0.1% of the 13F portfolio, value $30,968,537.

    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: 263,751 shares
    • Kestra Advisory Services, LLC: 75,290 shares
    • Kestra Investment Management, LLC: 16,225 shares

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

  7. period ended2024-12-31
    13F 358,151 shares
    Change vs previous 13F +5,148 shares

    0.13% of the 13F portfolio, value $34,572,311.

    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: 251,648 shares
    • Kestra Advisory Services, LLC: 102,054 shares
    • Kestra Investment Management, LLC: 4,449 shares

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

  8. period ended2024-09-30
    13F 353,003 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $33,870,633.

    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: 204,912 shares
    • Kestra Advisory Services, LLC: 148,091 shares

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