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Kestra Advisory Services, LLC: SAUG position timeline

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

Kestra Advisory Services, LLC held 77,223 SAUG 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 77,223 shares
    Change vs previous 13F -32,256 shares

    0.01% of the 13F portfolio, value $2,144,858.

    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: 10,700 shares
    • Kestra Advisory Services, LLC: 66,523 shares

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

  2. period ended2026-03-31
    13F 109,479 shares
    Change vs previous 13F +28,084 shares

    0.01% of the 13F portfolio, value $2,818,559.

    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: 10,700 shares
    • Kestra Advisory Services, LLC: 98,779 shares

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

  3. period ended2025-12-31
    13F 81,395 shares
    Change vs previous 13F +1,396 shares

    0.01% of the 13F portfolio, value $2,076,386.

    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: 10,700 shares
    • Kestra Advisory Services, LLC: 70,695 shares

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

  4. period ended2025-09-30
    13F 79,999 shares
    Change vs previous 13F +5,591 shares

    0.01% of the 13F portfolio, value $2,003,175.

    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: 12,400 shares
    • Kestra Advisory Services, LLC: 67,599 shares

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

  5. period ended2025-06-30
    13F 74,408 shares
    Change vs previous 13F +9,957 shares

    0.01% of the 13F portfolio, value $1,740,403.

    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: 9,400 shares
    • Kestra Advisory Services, LLC: 65,008 shares

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

  6. period ended2025-03-31
    13F 64,451 shares
    Change vs previous 13F -3,050 shares

    0.01% of the 13F portfolio, value $1,451,437.

    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).

  7. period ended2024-12-31
    13F 67,501 shares
    Change vs previous 13F +1,065 shares

    0.01% of the 13F portfolio, value $1,591,032.

    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 66,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,552,324.

    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).