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Kestra Advisory Services, LLC: ONEY position timeline

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

Kestra Advisory Services, LLC held 394,930 ONEY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,930 shares
    Change vs previous 13F +25,283 shares

    0.14% of the 13F portfolio, value $50,590,481.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,000 shares
    • Kestra Investment Management, LLC: 376,930 shares

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

  2. period ended2026-03-31
    13F 369,647 shares
    Change vs previous 13F +900 shares

    0.14% of the 13F portfolio, value $44,376,053.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,831 shares
    • Kestra Investment Management, LLC: 350,816 shares

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

  3. period ended2025-12-31
    13F 368,747 shares
    Change vs previous 13F +102,448 shares

    0.15% of the 13F portfolio, value $41,875,250.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,205 shares
    • Kestra Investment Management, LLC: 363,542 shares

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

  4. period ended2025-09-30
    13F 266,299 shares
    Change vs previous 13F +11,650 shares

    0.12% of the 13F portfolio, value $30,134,188.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,511 shares
    • Kestra Investment Management, LLC: 263,788 shares

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

  5. period ended2025-06-30
    13F/A 254,649 shares
    Change vs previous 13F -168,438 shares

    0.12% of the 13F portfolio, value $27,570,155.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,204 shares
    • Kestra Investment Management, LLC: 252,445 shares

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

  6. period ended2025-03-31
    13F/A 423,087 shares
    Change vs previous 13F +353,699 shares

    0.19% of the 13F portfolio, value $46,216,880.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,972 shares
    • Kestra Investment Management, LLC: 421,115 shares

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

  7. period ended2024-12-31
    13F 69,388 shares
    Change vs previous 13F +261 shares

    0.04% of the 13F portfolio, value $7,553,788.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,049 shares
    • Kestra Investment Management, LLC: 67,339 shares

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

  8. period ended2024-09-30
    13F 69,127 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,753,316.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,100 shares
    • Kestra Investment Management, LLC: 67,027 shares

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