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Kestra Advisory Services, LLC: PAA position timeline

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

Kestra Advisory Services, LLC held 184,549 PAA 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 184,549 shares
    Change vs previous 13F +12,487 shares

    0.01% of the 13F portfolio, value $4,108,048.

    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: 35,176 shares
    • Kestra Advisory Services, LLC: 149,373 shares

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

  2. period ended2026-03-31
    13F 172,062 shares
    Change vs previous 13F +15,211 shares

    0.01% of the 13F portfolio, value $3,842,144.

    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: 31,444 shares
    • Kestra Advisory Services, LLC: 140,618 shares

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

  3. period ended2025-12-31
    13F 156,851 shares
    Change vs previous 13F +2,548 shares

    0.01% of the 13F portfolio, value $2,817,045.

    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: 18,405 shares
    • Kestra Advisory Services, LLC: 138,446 shares

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

  4. period ended2025-09-30
    13F 154,303 shares
    Change vs previous 13F +29,897 shares

    0.01% of the 13F portfolio, value $2,632,420.

    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: 18,987 shares
    • Kestra Advisory Services, LLC: 135,316 shares

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

  5. period ended2025-06-30
    13F 124,406 shares
    Change vs previous 13F +17,811 shares

    0.01% of the 13F portfolio, value $2,279,113.

    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: 14,597 shares
    • Kestra Advisory Services, LLC: 109,809 shares

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

  6. period ended2025-03-31
    13F 106,595 shares
    Change vs previous 13F +11,483 shares

    0.01% of the 13F portfolio, value $2,131,900.

    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: 12,611 shares
    • Kestra Advisory Services, LLC: 93,984 shares

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

  7. period ended2024-12-31
    13F 95,112 shares
    Change vs previous 13F +83,039 shares

    0.01% of the 13F portfolio, value $1,624,513.

    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: 0 shares
    • Kestra Advisory Services, LLC: 95,112 shares

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

  8. period ended2024-09-30
    13F 12,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,708.

    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: 12,073 shares
    • Kestra Advisory Services, LLC: 0 shares

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