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Kestra Advisory Services, LLC: OALC position timeline

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

Kestra Advisory Services, LLC held 12,465 OALC 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 12,465 shares
    Change vs previous 13F -517 shares

    <0.01% of the 13F portfolio, value $511,485.

    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 12,982 shares
    Change vs previous 13F +1,573 shares

    <0.01% of the 13F portfolio, value $444,912.

    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 11,409 shares
    Change vs previous 13F +404 shares

    <0.01% of the 13F portfolio, value $404,443.

    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 11,005 shares
    Change vs previous 13F -2,076 shares

    <0.01% of the 13F portfolio, value $383,057.

    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 13,081 shares
    Change vs previous 13F -651 shares

    <0.01% of the 13F portfolio, value $424,473.

    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 13,732 shares
    Change vs previous 13F -4,322 shares

    <0.01% of the 13F portfolio, value $392,392.

    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 18,054 shares
    Change vs previous 13F -4,051 shares

    <0.01% of the 13F portfolio, value $534,940.

    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 22,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $646,378.

    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).