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Kestra Advisory Services, LLC: EAGG position timeline

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

Kestra Advisory Services, LLC held 56,917 EAGG 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 56,917 shares
    Change vs previous 13F +9,078 shares

    0.01% of the 13F portfolio, value $2,698,419.

    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: 19,698 shares
    • Kestra Advisory Services, LLC: 37,219 shares

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

  2. period ended2026-03-31
    13F 47,839 shares
    Change vs previous 13F +2,670 shares

    0.01% of the 13F portfolio, value $2,274,779.

    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: 15,646 shares
    • Kestra Advisory Services, LLC: 32,193 shares

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

  3. period ended2025-12-31
    13F 45,169 shares
    Change vs previous 13F +10,781 shares

    0.01% of the 13F portfolio, value $2,161,330.

    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: 15,035 shares
    • Kestra Advisory Services, LLC: 30,134 shares

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

  4. period ended2025-09-30
    13F 34,388 shares
    Change vs previous 13F +14,533 shares

    0.01% of the 13F portfolio, value $1,651,674.

    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: 12,034 shares
    • Kestra Advisory Services, LLC: 22,354 shares

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

  5. period ended2025-06-30
    13F 19,855 shares
    Change vs previous 13F +1,855 shares

    <0.01% of the 13F portfolio, value $943,892.

    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: 4,793 shares
    • Kestra Advisory Services, LLC: 15,062 shares

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

  6. period ended2025-03-31
    13F/A 18,000 shares
    Change vs previous 13F -3,670 shares

    <0.01% of the 13F portfolio, value $854,640.

    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: 4,800 shares
    • Kestra Advisory Services, LLC: 13,200 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 21,670 shares
    Change vs previous 13F +2,836 shares

    <0.01% of the 13F portfolio, value $1,006,355.

    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: 6,445 shares
    • Kestra Advisory Services, LLC: 15,013 shares
    • Kestra Investment Management, LLC: 212 shares

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

  8. period ended2024-09-30
    13F 18,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $915,133.

    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: 4,825 shares
    • Kestra Advisory Services, LLC: 14,009 shares

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