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Kestra Advisory Services, LLC: OAIM position timeline

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

Kestra Advisory Services, LLC held 23,086 OAIM 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 23,086 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $1,104,205.

    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 23,626 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $1,017,266.

    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 23,018 shares
    Change vs previous 13F +869 shares

    <0.01% of the 13F portfolio, value $952,709.

    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 22,149 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $890,827.

    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 22,266 shares
    Change vs previous 13F -2,151 shares

    <0.01% of the 13F portfolio, value $850,333.

    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 24,417 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $815,987.

    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 24,938 shares
    Change vs previous 13F -1,180 shares

    <0.01% of the 13F portfolio, value $801,071.

    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 26,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $898,779.

    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).