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Kestra Advisory Services, LLC: GAUG position timeline

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

Kestra Advisory Services, LLC held 211,597 GAUG 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 211,597 shares
    Change vs previous 13F -54,713 shares

    0.02% of the 13F portfolio, value $8,764,348.

    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: 12,695 shares
    • Kestra Advisory Services, LLC: 181,305 shares
    • Kestra Investment Management, LLC: 17,597 shares

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

  2. period ended2026-03-31
    13F 266,310 shares
    Change vs previous 13F +34,798 shares

    0.03% of the 13F portfolio, value $10,308,195.

    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: 12,695 shares
    • Kestra Advisory Services, LLC: 236,018 shares
    • Kestra Investment Management, LLC: 17,597 shares

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

  3. period ended2025-12-31
    13F 231,512 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $9,089,161.

    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: 12,695 shares
    • Kestra Advisory Services, LLC: 205,754 shares
    • Kestra Investment Management, LLC: 13,063 shares

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

  4. period ended2025-09-30
    13F 231,352 shares
    Change vs previous 13F +48,829 shares

    0.03% of the 13F portfolio, value $8,932,500.

    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: 12,695 shares
    • Kestra Advisory Services, LLC: 205,594 shares
    • Kestra Investment Management, LLC: 13,063 shares

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

  5. period ended2025-06-30
    13F 182,523 shares
    Change vs previous 13F -20,144 shares

    0.03% of the 13F portfolio, value $6,752,438.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 202,667 shares
    Change vs previous 13F -22,762 shares

    0.03% of the 13F portfolio, value $7,041,665.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 225,429 shares
    Change vs previous 13F -7,083 shares

    0.04% of the 13F portfolio, value $7,952,932.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 232,512 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,084,442.

    13F-HR 0001830819-24-000009 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).