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Kestra Advisory Services, LLC: O position timeline

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

Kestra Advisory Services, LLC held 353,307 O 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 353,307 shares
    Change vs previous 13F -15,367 shares

    0.05% of the 13F portfolio, value $21,890,880.

    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: 159,562 shares
    • Kestra Advisory Services, LLC: 193,745 shares

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

  2. period ended2026-03-31
    13F 368,674 shares
    Change vs previous 13F +34,192 shares

    0.07% of the 13F portfolio, value $22,613,249.

    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: 154,470 shares
    • Kestra Advisory Services, LLC: 214,204 shares

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

  3. period ended2025-12-31
    13F 334,482 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $18,854,761.

    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: 138,193 shares
    • Kestra Advisory Services, LLC: 196,289 shares

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

  4. period ended2025-09-30
    13F 334,512 shares
    Change vs previous 13F +34,916 shares

    0.07% of the 13F portfolio, value $20,335,009.

    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: 144,464 shares
    • Kestra Advisory Services, LLC: 190,048 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 299,596 shares
    Change vs previous 13F +17,345 shares

    0.06% of the 13F portfolio, value $17,259,722.

    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: 141,347 shares
    • Kestra Advisory Services, LLC: 154,408 shares
    • Kestra Investment Management, LLC: 3,841 shares

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

  6. period ended2025-03-31
    13F/A 282,251 shares
    Change vs previous 13F +20,529 shares

    0.05% of the 13F portfolio, value $16,373,381.

    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: 125,246 shares
    • Kestra Advisory Services, LLC: 153,701 shares
    • Kestra Investment Management, LLC: 3,304 shares

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

  7. period ended2024-12-31
    13F 261,722 shares
    Change vs previous 13F +192,285 shares

    0.05% of the 13F portfolio, value $13,978,556.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 108,870 shares
    • Kestra Advisory Services, LLC: 152,441 shares
    • Kestra Investment Management, LLC: 411 shares

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

  8. period ended2024-09-30
    13F 69,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,403,699.

    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: 42,143 shares
    • Kestra Advisory Services, LLC: 27,294 shares

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