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Kestra Advisory Services, LLC: NAD position timeline

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

Kestra Advisory Services, LLC held 215,969 NAD 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 215,969 shares
    Change vs previous 13F +10,186 shares

    0.01% of the 13F portfolio, value $2,617,548.

    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: 18,264 shares
    • Kestra Advisory Services, LLC: 197,705 shares

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

  2. period ended2026-03-31
    13F 205,783 shares
    Change vs previous 13F +7,268 shares

    0.01% of the 13F portfolio, value $2,366,507.

    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: 18,952 shares
    • Kestra Advisory Services, LLC: 186,831 shares

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

  3. period ended2025-12-31
    13F 198,515 shares
    Change vs previous 13F -9,122 shares

    0.01% of the 13F portfolio, value $2,386,151.

    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: 19,626 shares
    • Kestra Advisory Services, LLC: 178,889 shares

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

  4. period ended2025-09-30
    13F 207,637 shares
    Change vs previous 13F +19,844 shares

    0.01% of the 13F portfolio, value $2,427,272.

    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: 18,480 shares
    • Kestra Advisory Services, LLC: 189,157 shares

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

  5. period ended2025-06-30
    13F 187,793 shares
    Change vs previous 13F -1,796 shares

    0.01% of the 13F portfolio, value $2,120,187.

    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: 10,139 shares
    • Kestra Advisory Services, LLC: 177,654 shares

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

  6. period ended2025-03-31
    13F 189,589 shares
    Change vs previous 13F +40,237 shares

    0.01% of the 13F portfolio, value $2,184,066.

    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: 10,076 shares
    • Kestra Advisory Services, LLC: 179,513 shares

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

  7. period ended2024-12-31
    13F 149,352 shares
    Change vs previous 13F -55,994 shares

    0.01% of the 13F portfolio, value $1,741,444.

    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 205,346 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,542,189.

    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).