Skip to content
Disclosery

Kestra Advisory Services, LLC: ONEQ position timeline

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

Kestra Advisory Services, LLC held 560,417 ONEQ 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 560,417 shares
    Change vs previous 13F +25,189 shares

    0.14% of the 13F portfolio, value $57,846,238.

    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: 24,700 shares
    • Kestra Advisory Services, LLC: 535,717 shares

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

  2. period ended2026-03-31
    13F 535,228 shares
    Change vs previous 13F +87,171 shares

    0.13% of the 13F portfolio, value $45,446,162.

    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: 24,987 shares
    • Kestra Advisory Services, LLC: 510,241 shares

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

  3. period ended2025-12-31
    13F 448,057 shares
    Change vs previous 13F +11,224 shares

    0.13% of the 13F portfolio, value $40,952,444.

    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: 27,610 shares
    • Kestra Advisory Services, LLC: 420,447 shares

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

  4. period ended2025-09-30
    13F 436,833 shares
    Change vs previous 13F -90,520 shares

    0.13% of the 13F portfolio, value $38,934,903.

    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: 28,295 shares
    • Kestra Advisory Services, LLC: 408,538 shares

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

  5. period ended2025-06-30
    13F 527,353 shares
    Change vs previous 13F +95,076 shares

    0.15% of the 13F portfolio, value $42,240,952.

    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: 27,603 shares
    • Kestra Advisory Services, LLC: 499,750 shares

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

  6. period ended2025-03-31
    13F 432,277 shares
    Change vs previous 13F -85,557 shares

    0.11% of the 13F portfolio, value $29,422,934.

    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: 27,048 shares
    • Kestra Advisory Services, LLC: 405,229 shares

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

  7. period ended2024-12-31
    13F 517,834 shares
    Change vs previous 13F +59,117 shares

    0.16% of the 13F portfolio, value $39,386,455.

    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: 27,240 shares
    • Kestra Advisory Services, LLC: 490,594 shares

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

  8. period ended2024-09-30
    13F 458,717 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $32,844,170.

    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: 44,334 shares
    • Kestra Advisory Services, LLC: 414,383 shares

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