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Kestra Advisory Services, LLC: NU position timeline

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

Kestra Advisory Services, LLC held 51,991 NU 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 51,991 shares
    Change vs previous 13F -4,724 shares

    <0.01% of the 13F portfolio, value $694,600.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 36,634 shares
    • Kestra Investment Management, LLC: 15,357 shares

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

  2. period ended2026-03-31
    13F 56,715 shares
    Change vs previous 13F -30,525 shares

    <0.01% of the 13F portfolio, value $814,994.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 41,131 shares
    • Kestra Investment Management, LLC: 15,584 shares

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

  3. period ended2025-12-31
    13F 87,240 shares
    Change vs previous 13F +34,895 shares

    0.01% of the 13F portfolio, value $1,460,397.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 75,507 shares
    • Kestra Investment Management, LLC: 11,733 shares

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

  4. period ended2025-09-30
    13F 52,345 shares
    Change vs previous 13F -3,935 shares

    <0.01% of the 13F portfolio, value $838,043.

    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 56,280 shares
    Change vs previous 13F +1,539 shares

    <0.01% of the 13F portfolio, value $772,162.

    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/A 54,741 shares
    Change vs previous 13F +10,170 shares

    <0.01% of the 13F portfolio, value $560,548.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 54,741 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 44,571 shares
    Change vs previous 13F +8,575 shares

    <0.01% of the 13F portfolio, value $461,755.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 43,290 shares
    • Kestra Investment Management, LLC: 1,281 shares

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

  8. period ended2024-09-30
    13F 35,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,345.

    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).