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Kestra Advisory Services, LLC: AWR position timeline

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

Kestra Advisory Services, LLC held 10,458 AWR 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 10,458 shares
    Change vs previous 13F -282 shares

    <0.01% of the 13F portfolio, value $864,168.

    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: 3,091 shares
    • Kestra Advisory Services, LLC: 7,367 shares

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

  2. period ended2026-03-31
    13F 10,740 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $812,122.

    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: 3,309 shares
    • Kestra Advisory Services, LLC: 7,431 shares

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

  3. period ended2025-12-31
    13F 10,066 shares
    Change vs previous 13F +1,800 shares

    <0.01% of the 13F portfolio, value $729,596.

    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: 3,292 shares
    • Kestra Advisory Services, LLC: 6,774 shares

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

  4. period ended2025-09-30
    13F 8,266 shares
    Change vs previous 13F +712 shares

    <0.01% of the 13F portfolio, value $606,052.

    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: 3,075 shares
    • Kestra Advisory Services, LLC: 5,191 shares

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

  5. period ended2025-06-30
    13F 7,554 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $579,068.

    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: 3,075 shares
    • Kestra Advisory Services, LLC: 4,479 shares

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

  6. period ended2025-03-31
    13F 7,209 shares
    Change vs previous 13F -3,644 shares

    <0.01% of the 13F portfolio, value $567,204.

    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: 3,075 shares
    • Kestra Advisory Services, LLC: 4,134 shares

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

  7. period ended2024-12-31
    13F 10,853 shares
    Change vs previous 13F +677 shares

    <0.01% of the 13F portfolio, value $843,495.

    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: 3,074 shares
    • Kestra Advisory Services, LLC: 7,779 shares

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

  8. period ended2024-09-30
    13F 10,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $847,563.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,074 shares
    • Kestra Advisory Services, LLC: 7,102 shares

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