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Kestra Advisory Services, LLC: NULV position timeline

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

Kestra Advisory Services, LLC held 61,705 NULV 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 61,705 shares
    Change vs previous 13F +1,964 shares

    0.01% of the 13F portfolio, value $3,084,652.

    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: 17,826 shares
    • Kestra Advisory Services, LLC: 43,879 shares

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

  2. period ended2026-03-31
    13F 59,741 shares
    Change vs previous 13F +873 shares

    0.01% of the 13F portfolio, value $2,718,209.

    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: 17,826 shares
    • Kestra Advisory Services, LLC: 41,915 shares

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

  3. period ended2025-12-31
    13F 58,868 shares
    Change vs previous 13F +7,236 shares

    0.01% of the 13F portfolio, value $2,651,975.

    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: 17,950 shares
    • Kestra Advisory Services, LLC: 40,918 shares

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

  4. period ended2025-09-30
    13F 51,632 shares
    Change vs previous 13F +27,380 shares

    0.01% of the 13F portfolio, value $2,262,885.

    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: 17,944 shares
    • Kestra Advisory Services, LLC: 33,688 shares

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

  5. period ended2025-06-30
    13F 24,252 shares
    Change vs previous 13F -2,915 shares

    <0.01% of the 13F portfolio, value $1,016,503.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,944 shares
    • Kestra Advisory Services, LLC: 6,308 shares

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

  6. period ended2025-03-31
    13F 27,167 shares
    Change vs previous 13F +1,807 shares

    <0.01% of the 13F portfolio, value $1,099,992.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,944 shares
    • Kestra Advisory Services, LLC: 9,223 shares

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

  7. period ended2024-12-31
    13F 25,360 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $998,423.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,944 shares
    • Kestra Advisory Services, LLC: 7,416 shares

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

  8. period ended2024-09-30
    13F 25,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,056,596.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,937 shares
    • Kestra Advisory Services, LLC: 7,389 shares

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