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Kestra Advisory Services, LLC: OHI position timeline

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

Kestra Advisory Services, LLC held 188,544 OHI 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 188,544 shares
    Change vs previous 13F -19,274 shares

    0.02% of the 13F portfolio, value $8,989,782.

    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: 20,076 shares
    • Kestra Advisory Services, LLC: 155,905 shares
    • Kestra Investment Management, LLC: 12,563 shares

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

  2. period ended2026-03-31
    13F 207,818 shares
    Change vs previous 13F +112,157 shares

    0.02% of the 13F portfolio, value $9,106,564.

    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: 18,614 shares
    • Kestra Advisory Services, LLC: 168,115 shares
    • Kestra Investment Management, LLC: 21,089 shares

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

  3. period ended2025-12-31
    13F 95,661 shares
    Change vs previous 13F -30,737 shares

    0.01% of the 13F portfolio, value $4,241,624.

    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: 18,127 shares
    • Kestra Advisory Services, LLC: 77,534 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 126,398 shares
    Change vs previous 13F -41,963 shares

    0.02% of the 13F portfolio, value $5,336,508.

    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: 18,898 shares
    • Kestra Advisory Services, LLC: 78,895 shares
    • Kestra Investment Management, LLC: 28,605 shares

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

  5. period ended2025-06-30
    13F/A 168,361 shares
    Change vs previous 13F +8,309 shares

    0.02% of the 13F portfolio, value $6,170,417.

    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: 16,113 shares
    • Kestra Advisory Services, LLC: 121,853 shares
    • Kestra Investment Management, LLC: 30,395 shares

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

  6. period ended2025-03-31
    13F/A 160,052 shares
    Change vs previous 13F +21,666 shares

    0.02% of the 13F portfolio, value $6,094,781.

    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: 16,303 shares
    • Kestra Advisory Services, LLC: 118,361 shares
    • Kestra Investment Management, LLC: 25,388 shares

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

  7. period ended2024-12-31
    13F 138,386 shares
    Change vs previous 13F +79,941 shares

    0.02% of the 13F portfolio, value $5,237,894.

    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: 11,435 shares
    • Kestra Advisory Services, LLC: 101,979 shares
    • Kestra Investment Management, LLC: 24,972 shares

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

  8. period ended2024-09-30
    13F 58,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,378,720.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,774 shares
    • Kestra Advisory Services, LLC: 29,720 shares
    • Kestra Investment Management, LLC: 16,951 shares

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