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Kestra Advisory Services, LLC: UA position timeline

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

Kestra Advisory Services, LLC held 45,254 UA 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 45,254 shares
    Change vs previous 13F +5,570 shares

    <0.01% of the 13F portfolio, value $281,477.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,015 shares
    • Kestra Advisory Services, LLC: 20,239 shares

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

  2. period ended2026-03-31
    13F 39,684 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $229,768.

    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: 25,015 shares
    • Kestra Advisory Services, LLC: 14,669 shares

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

  3. period ended2025-12-31
    13F 40,004 shares
    Change vs previous 13F -51,301 shares

    <0.01% of the 13F portfolio, value $192,018.

    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: 25,084 shares
    • Kestra Advisory Services, LLC: 14,920 shares

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

  4. period ended2025-09-30
    13F 91,305 shares
    Change vs previous 13F +50,643 shares

    <0.01% of the 13F portfolio, value $441,002.

    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: 75,584 shares
    • Kestra Advisory Services, LLC: 15,721 shares

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

  5. period ended2025-06-30
    13F 40,662 shares
    Change vs previous 13F -1,958 shares

    <0.01% of the 13F portfolio, value $263,894.

    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: 25,834 shares
    • Kestra Advisory Services, LLC: 14,828 shares

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

  6. period ended2025-03-31
    13F 42,620 shares
    Change vs previous 13F -5,504 shares

    <0.01% of the 13F portfolio, value $253,589.

    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: 27,018 shares
    • Kestra Advisory Services, LLC: 15,602 shares

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

  7. period ended2024-12-31
    13F 48,124 shares
    Change vs previous 13F +12,128 shares

    <0.01% of the 13F portfolio, value $359,005.

    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: 26,773 shares
    • Kestra Advisory Services, LLC: 21,351 shares

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

  8. period ended2024-09-30
    13F 35,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,928.

    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: 12,326 shares
    • Kestra Advisory Services, LLC: 23,670 shares

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