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Kestra Advisory Services, LLC: U position timeline

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

Kestra Advisory Services, LLC held 7,903 U 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 7,903 shares
    Change vs previous 13F -1,912 shares

    <0.01% of the 13F portfolio, value $225,868.

    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 9,815 shares
    Change vs previous 13F +737 shares

    <0.01% of the 13F portfolio, value $215,341.

    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: 9,815 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 9,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,975.

    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: 4,906 shares
    • Kestra Advisory Services, LLC: 4,172 shares

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