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Kestra Advisory Services, LLC: ORI position timeline

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

Kestra Advisory Services, LLC held 21,479 ORI 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 21,479 shares
    Change vs previous 13F +4,167 shares

    <0.01% of the 13F portfolio, value $878,939.

    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 17,312 shares
    Change vs previous 13F +5,748 shares

    <0.01% of the 13F portfolio, value $690,765.

    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 11,564 shares
    Change vs previous 13F -102,589 shares

    <0.01% of the 13F portfolio, value $527,778.

    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 114,153 shares
    Change vs previous 13F +102,035 shares

    0.02% of the 13F portfolio, value $4,848,091.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 114,153 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 12,118 shares
    Change vs previous 13F -2,271 shares

    <0.01% of the 13F portfolio, value $465,835.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 11,460 shares
    • Kestra Investment Management, LLC: 658 shares

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

  6. period ended2025-03-31
    13F/A 14,389 shares
    Change vs previous 13F +2,321 shares

    <0.01% of the 13F portfolio, value $564,337.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 13,731 shares
    • Kestra Investment Management, LLC: 658 shares

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

  7. period ended2024-12-31
    13F 12,068 shares
    Change vs previous 13F -108,099 shares

    <0.01% of the 13F portfolio, value $436,741.

    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 120,167 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,256,306.

    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).