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Kestra Advisory Services, LLC: KAUG position timeline

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

Kestra Advisory Services, LLC held 38,521 KAUG 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 38,521 shares
    Change vs previous 13F -15,181 shares

    <0.01% of the 13F portfolio, value $1,102,664.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 53,702 shares
    Change vs previous 13F +11,884 shares

    0.01% of the 13F portfolio, value $1,439,675.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 41,818 shares
    Change vs previous 13F +2,792 shares

    <0.01% of the 13F portfolio, value $1,109,432.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 39,026 shares
    Change vs previous 13F -6,217 shares

    <0.01% of the 13F portfolio, value $1,014,606.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 45,243 shares
    Change vs previous 13F +4,745 shares

    0.01% of the 13F portfolio, value $1,124,316.

    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 40,498 shares
    Change vs previous 13F -5,806 shares

    <0.01% of the 13F portfolio, value $973,017.

    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 46,304 shares
    Change vs previous 13F -3,520 shares

    0.01% of the 13F portfolio, value $1,164,221.

    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 49,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,247,593.

    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).