Kestra Advisory Services, LLC: BA position timeline

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

Kestra Advisory Services, LLC held 214,174 BA 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 214,174 shares
Change vs previous 13F -3,290 shares
0.12% of the 13F portfolio, value $46,362,282.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 61,259 shares
- Kestra Advisory Services, LLC: 152,915 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 217,464 shares
Change vs previous 13F +12,746 shares
0.13% of the 13F portfolio, value $43,281,845.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 59,799 shares
- Kestra Advisory Services, LLC: 157,665 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 204,718 shares
Change vs previous 13F +21,490 shares
0.14% of the 13F portfolio, value $44,448,261.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 58,397 shares
- Kestra Advisory Services, LLC: 146,321 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 183,228 shares
Change vs previous 13F +9,565 shares
0.13% of the 13F portfolio, value $39,546,034.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,108 shares
- Kestra Advisory Services, LLC: 126,120 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 173,663 shares
Change vs previous 13F +7,774 shares
0.13% of the 13F portfolio, value $36,387,586.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,803 shares
- Kestra Advisory Services, LLC: 115,860 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 165,889 shares
Change vs previous 13F +7,676 shares
0.09% of the 13F portfolio, value $28,292,370.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 53,865 shares
- Kestra Advisory Services, LLC: 112,002 shares
- Kestra Investment Management, LLC: 22 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 158,213 shares
Change vs previous 13F +3,905 shares
0.1% of the 13F portfolio, value $28,003,701.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 55,113 shares
- Kestra Advisory Services, LLC: 103,087 shares
- Kestra Investment Management, LLC: 13 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 154,308 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $23,460,925.
13F-HR 0001830819-24-000009 filed by Kestra Advisory 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: 59,671 shares
- Kestra Advisory Services, LLC: 94,637 shares
Acceptance time not in the bulk data set (spec §4.2).