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Kestra Advisory Services, LLC: AVY position timeline

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

Kestra Advisory Services, LLC held 5,414 AVY 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 5,414 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $878,888.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,414 shares

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

  2. period ended2026-03-31
    13F 7,183 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $1,240,361.

    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: 1,296 shares
    • Kestra Advisory Services, LLC: 5,887 shares

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

  3. period ended2025-12-31
    13F 7,404 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $1,346,648.

    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: 1,283 shares
    • Kestra Advisory Services, LLC: 6,121 shares

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

  4. period ended2025-09-30
    13F 6,870 shares
    Change vs previous 13F -602 shares

    <0.01% of the 13F portfolio, value $1,114,120.

    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: 1,379 shares
    • Kestra Advisory Services, LLC: 5,491 shares

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

  5. period ended2025-06-30
    13F 7,472 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $1,311,076.

    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: 1,572 shares
    • Kestra Advisory Services, LLC: 5,900 shares

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

  6. period ended2025-03-31
    13F 7,579 shares
    Change vs previous 13F +214 shares

    0.01% of the 13F portfolio, value $1,348,835.

    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: 1,634 shares
    • Kestra Advisory Services, LLC: 5,945 shares

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

  7. period ended2024-12-31
    13F 7,365 shares
    Change vs previous 13F +1,331 shares

    0.01% of the 13F portfolio, value $1,378,213.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,228 shares
    • Kestra Advisory Services, LLC: 6,137 shares

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

  8. period ended2024-09-30
    13F 6,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,331,970.

    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).