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Kestra Advisory Services, LLC: OUNZ position timeline

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

Kestra Advisory Services, LLC held 22,581 OUNZ 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 22,581 shares
    Change vs previous 13F -1,993 shares

    <0.01% of the 13F portfolio, value $871,401.

    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 24,574 shares
    Change vs previous 13F +11,783 shares

    <0.01% of the 13F portfolio, value $1,107,059.

    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 12,791 shares
    Change vs previous 13F -1,256 shares

    <0.01% of the 13F portfolio, value $530,571.

    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 14,047 shares
    Change vs previous 13F +3,478 shares

    <0.01% of the 13F portfolio, value $522,408.

    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 10,569 shares
    Change vs previous 13F -3,607 shares

    <0.01% of the 13F portfolio, value $337,045.

    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 14,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $427,265.

    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).