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Kestra Advisory Services, LLC: BAM position timeline

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

Kestra Advisory Services, LLC held 6,600 BAM 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 6,600 shares
    Change vs previous 13F +705 shares

    <0.01% of the 13F portfolio, value $296,003.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 5,895 shares
    Change vs previous 13F -5,805 shares

    <0.01% of the 13F portfolio, value $262,040.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,895 shares

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

  3. period ended2025-12-31
    13F 11,700 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $613,008.

    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: 5,399 shares
    • Kestra Advisory Services, LLC: 6,301 shares

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

  4. period ended2025-09-30
    13F 12,090 shares
    Change vs previous 13F -1,348 shares

    <0.01% of the 13F portfolio, value $688,427.

    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: 6,007 shares
    • Kestra Advisory Services, LLC: 6,083 shares

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

  5. period ended2025-06-30
    13F 13,438 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $742,848.

    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: 7,545 shares
    • Kestra Advisory Services, LLC: 5,893 shares

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

  6. period ended2025-03-31
    13F 13,372 shares
    Change vs previous 13F +1,929 shares

    <0.01% of the 13F portfolio, value $647,873.

    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: 6,798 shares
    • Kestra Advisory Services, LLC: 6,574 shares

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

  7. period ended2024-12-31
    13F 11,443 shares
    Change vs previous 13F -5,764 shares

    <0.01% of the 13F portfolio, value $620,096.

    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: 4,792 shares
    • Kestra Advisory Services, LLC: 6,651 shares

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

  8. period ended2024-09-30
    13F 17,207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $813,697.

    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: 4,688 shares
    • Kestra Advisory Services, LLC: 12,519 shares

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