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Kestra Advisory Services, LLC: BUI position timeline

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

Kestra Advisory Services, LLC held 64,186 BUI 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 64,186 shares
    Change vs previous 13F -446 shares

    <0.01% of the 13F portfolio, value $1,862,020.

    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: 15,875 shares
    • Kestra Advisory Services, LLC: 48,311 shares

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

  2. period ended2026-03-31
    13F 64,632 shares
    Change vs previous 13F +5,384 shares

    <0.01% of the 13F portfolio, value $1,704,997.

    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: 14,737 shares
    • Kestra Advisory Services, LLC: 49,895 shares

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

  3. period ended2025-12-31
    13F 59,248 shares
    Change vs previous 13F +1,584 shares

    <0.01% of the 13F portfolio, value $1,522,087.

    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: 9,459 shares
    • Kestra Advisory Services, LLC: 49,789 shares

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

  4. period ended2025-09-30
    13F 57,664 shares
    Change vs previous 13F +1,275 shares

    0.01% of the 13F portfolio, value $1,509,065.

    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: 9,392 shares
    • Kestra Advisory Services, LLC: 48,272 shares

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

  5. period ended2025-06-30
    13F 56,389 shares
    Change vs previous 13F +4,539 shares

    0.01% of the 13F portfolio, value $1,452,029.

    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: 9,619 shares
    • Kestra Advisory Services, LLC: 46,770 shares

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

  6. period ended2025-03-31
    13F 51,850 shares
    Change vs previous 13F -4,552 shares

    <0.01% of the 13F portfolio, value $1,173,366.

    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: 9,595 shares
    • Kestra Advisory Services, LLC: 42,255 shares

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

  7. period ended2024-12-31
    13F 56,402 shares
    Change vs previous 13F +1,174 shares

    0.01% of the 13F portfolio, value $1,321,499.

    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: 9,589 shares
    • Kestra Advisory Services, LLC: 46,813 shares

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

  8. period ended2024-09-30
    13F 55,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,371,303.

    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: 9,634 shares
    • Kestra Advisory Services, LLC: 45,594 shares

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