Kestra Advisory Services, LLC: BUD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on BUD, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 30,055 BUD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 30,055 sharesChange vs previous 13F +3,277 shares
0.01% of the 13F portfolio, value $2,476,513.
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: 10,124 shares
- Kestra Advisory Services, LLC: 19,931 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,778 sharesChange vs previous 13F +552 shares
0.01% of the 13F portfolio, value $1,857,584.
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: 9,843 shares
- Kestra Advisory Services, LLC: 16,935 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,226 sharesChange vs previous 13F -1,453 shares
0.01% of the 13F portfolio, value $1,679,527.
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: 10,282 shares
- Kestra Advisory Services, LLC: 15,944 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,679 sharesChange vs previous 13F -920 shares
0.01% of the 13F portfolio, value $1,649,929.
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: 10,281 shares
- Kestra Advisory Services, LLC: 17,398 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,599 sharesChange vs previous 13F +293 shares
0.01% of the 13F portfolio, value $1,965,297.
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: 10,399 shares
- Kestra Advisory Services, LLC: 18,200 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,306 sharesChange vs previous 13F -5,369 shares
0.01% of the 13F portfolio, value $1,742,517.
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: 10,234 shares
- Kestra Advisory Services, LLC: 18,072 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,675 sharesChange vs previous 13F -1,065 shares
0.01% of the 13F portfolio, value $1,686,108.
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: 10,322 shares
- Kestra Advisory Services, LLC: 23,353 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,740 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,302,943.
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: 11,465 shares
- Kestra Advisory Services, LLC: 23,275 shares
Acceptance time not in the bulk data set (spec §4.2).