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Kestra Advisory Services, LLC: OUSM position timeline

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

Kestra Advisory Services, LLC held 40,178 OUSM 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 40,178 shares
    Change vs previous 13F -19,767 shares

    0.02% of the 13F portfolio, value $1,909,269.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 59,945 shares
    Change vs previous 13F -8,594 shares

    0.03% of the 13F portfolio, value $2,622,010.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,945 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 68,539 shares
    Change vs previous 13F +1,035 shares

    0.01% of the 13F portfolio, value $2,997,890.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,759 shares
    • Kestra Advisory Services, LLC: 3,780 shares

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

  4. period ended2025-09-30
    13F 67,504 shares
    Change vs previous 13F -36,731 shares

    0.04% of the 13F portfolio, value $3,024,188.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 67,504 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 104,235 shares
    Change vs previous 13F +9,135 shares

    0.02% of the 13F portfolio, value $4,504,008.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 91,505 shares
    • Kestra Advisory Services, LLC: 12,730 shares

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

  6. period ended2025-03-31
    13F 95,100 shares
    Change vs previous 13F +1,543 shares

    0.01% of the 13F portfolio, value $3,996,102.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,704 shares
    • Kestra Advisory Services, LLC: 13,396 shares

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

  7. period ended2024-12-31
    13F 93,557 shares
    Change vs previous 13F +2,288 shares

    0.02% of the 13F portfolio, value $4,090,312.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,413 shares
    • Kestra Advisory Services, LLC: 13,144 shares

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

  8. period ended2024-09-30
    13F 91,269 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,113,503.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,620 shares
    • Kestra Advisory Services, LLC: 11,649 shares

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