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Kestra Advisory Services, LLC: ESGU position timeline

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

Kestra Advisory Services, LLC held 82,970 ESGU 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 82,970 shares
    Change vs previous 13F -6,859 shares

    0.03% of the 13F portfolio, value $13,579,725.

    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: 10,765 shares
    • Kestra Advisory Services, LLC: 69,012 shares
    • Kestra Investment Management, LLC: 3,193 shares

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

  2. period ended2026-03-31
    13F 89,829 shares
    Change vs previous 13F +9,403 shares

    0.04% of the 13F portfolio, value $12,703,631.

    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: 10,656 shares
    • Kestra Advisory Services, LLC: 79,173 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 80,426 shares
    Change vs previous 13F -5,922 shares

    0.03% of the 13F portfolio, value $11,981,857.

    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: 9,887 shares
    • Kestra Advisory Services, LLC: 68,330 shares
    • Kestra Investment Management, LLC: 2,209 shares

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

  4. period ended2025-09-30
    13F 86,348 shares
    Change vs previous 13F -2,527 shares

    0.04% of the 13F portfolio, value $12,572,189.

    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: 9,506 shares
    • Kestra Advisory Services, LLC: 74,329 shares
    • Kestra Investment Management, LLC: 2,513 shares

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

  5. period ended2025-06-30
    13F 88,875 shares
    Change vs previous 13F -4,885 shares

    0.04% of the 13F portfolio, value $12,024,810.

    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: 7,615 shares
    • Kestra Advisory Services, LLC: 81,260 shares

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

  6. period ended2025-03-31
    13F/A 93,760 shares
    Change vs previous 13F -4,111 shares

    0.04% of the 13F portfolio, value $11,430,282.

    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: 13,288 shares
    • Kestra Advisory Services, LLC: 80,472 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 97,871 shares
    Change vs previous 13F +1,445 shares

    0.05% of the 13F portfolio, value $12,607,743.

    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: 13,912 shares
    • Kestra Advisory Services, LLC: 83,019 shares
    • Kestra Investment Management, LLC: 940 shares

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

  8. period ended2024-09-30
    13F 96,426 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,167,086.

    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: 14,789 shares
    • Kestra Advisory Services, LLC: 81,637 shares

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