Kestra Advisory Services, LLC: AXON position timeline

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

Kestra Advisory Services, LLC held 19,339 AXON shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 19,339 shares
Change vs previous 13F -123 shares
0.03% of the 13F portfolio, value $10,841,773.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,496 shares
- Kestra Advisory Services, LLC: 3,843 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,462 shares
Change vs previous 13F -867 shares
0.02% of the 13F portfolio, value $8,265,341.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,788 shares
- Kestra Advisory Services, LLC: 3,674 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 20,329 shares
Change vs previous 13F +1,986 shares
0.04% of the 13F portfolio, value $11,545,527.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,027 shares
- Kestra Advisory Services, LLC: 3,302 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 18,343 shares
Change vs previous 13F -1,355 shares
0.04% of the 13F portfolio, value $13,163,520.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,565 shares
- Kestra Advisory Services, LLC: 2,778 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 19,698 shares
Change vs previous 13F +1,511 shares
0.06% of the 13F portfolio, value $16,308,762.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,933 shares
- Kestra Advisory Services, LLC: 3,765 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 18,187 shares
Change vs previous 13F +523 shares
0.03% of the 13F portfolio, value $9,565,453.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,227 shares
- Kestra Advisory Services, LLC: 2,955 shares
- Kestra Investment Management, LLC: 5 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 17,664 shares
Change vs previous 13F +5,971 shares
0.04% of the 13F portfolio, value $10,498,068.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,420 shares
- Kestra Advisory Services, LLC: 3,220 shares
- Kestra Investment Management, LLC: 24 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,693 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,672,523.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,971 shares
- Kestra Advisory Services, LLC: 1,722 shares
Acceptance time not in the bulk data set (spec §4.2).