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Kestra Advisory Services, LLC: NUW position timeline

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

Kestra Advisory Services, LLC held 40,373 NUW 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 40,373 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $582,526.

    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 40,247 shares
    Change vs previous 13F +1,593 shares

    <0.01% of the 13F portfolio, value $576,732.

    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 38,654 shares
    Change vs previous 13F -2,935 shares

    <0.01% of the 13F portfolio, value $553,145.

    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 41,589 shares
    Change vs previous 13F -4,070 shares

    <0.01% of the 13F portfolio, value $589,734.

    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 45,659 shares
    Change vs previous 13F +1,093 shares

    <0.01% of the 13F portfolio, value $624,615.

    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 44,566 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $612,337.

    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 44,483 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $604,079.

    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 44,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $631,473.

    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).