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Kestra Advisory Services, LLC: OUSA position timeline

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

Kestra Advisory Services, LLC held 362,305 OUSA 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 362,305 shares
    Change vs previous 13F -9,202 shares

    0.05% of the 13F portfolio, value $21,133,262.

    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: 113,309 shares
    • Kestra Advisory Services, LLC: 248,996 shares

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

  2. period ended2026-03-31
    13F 371,507 shares
    Change vs previous 13F -1,819 shares

    0.06% of the 13F portfolio, value $20,681,804.

    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: 112,054 shares
    • Kestra Advisory Services, LLC: 259,453 shares

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

  3. period ended2025-12-31
    13F 373,326 shares
    Change vs previous 13F +17,428 shares

    0.07% of the 13F portfolio, value $21,540,915.

    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: 113,584 shares
    • Kestra Advisory Services, LLC: 259,742 shares

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

  4. period ended2025-09-30
    13F 355,898 shares
    Change vs previous 13F +9,478 shares

    0.07% of the 13F portfolio, value $20,122,487.

    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: 112,795 shares
    • Kestra Advisory Services, LLC: 243,103 shares

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

  5. period ended2025-06-30
    13F 346,420 shares
    Change vs previous 13F +13,375 shares

    0.07% of the 13F portfolio, value $18,696,313.

    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: 100,810 shares
    • Kestra Advisory Services, LLC: 245,610 shares

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

  6. period ended2025-03-31
    13F 333,045 shares
    Change vs previous 13F -3,026 shares

    0.07% of the 13F portfolio, value $17,724,655.

    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: 98,328 shares
    • Kestra Advisory Services, LLC: 234,717 shares

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

  7. period ended2024-12-31
    13F 336,071 shares
    Change vs previous 13F -3,073 shares

    0.07% of the 13F portfolio, value $17,852,091.

    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: 91,576 shares
    • Kestra Advisory Services, LLC: 244,495 shares

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

  8. period ended2024-09-30
    13F 339,144 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,313,775.

    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: 100,483 shares
    • Kestra Advisory Services, LLC: 238,661 shares

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