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Kestra Advisory Services, LLC: UAA position timeline

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

Kestra Advisory Services, LLC held 33,434 UAA 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 33,434 shares
    Change vs previous 13F -704 shares

    <0.01% of the 13F portfolio, value $213,643.

    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: 15,861 shares
    • Kestra Advisory Services, LLC: 17,573 shares

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

  2. period ended2026-03-31
    13F 34,138 shares
    Change vs previous 13F -918 shares

    <0.01% of the 13F portfolio, value $201,756.

    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: 15,861 shares
    • Kestra Advisory Services, LLC: 18,277 shares

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

  3. period ended2025-12-31
    13F 35,056 shares
    Change vs previous 13F -37,270 shares

    <0.01% of the 13F portfolio, value $174,228.

    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: 15,930 shares
    • Kestra Advisory Services, LLC: 19,126 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 72,326 shares
    Change vs previous 13F +3,718 shares

    <0.01% of the 13F portfolio, value $360,906.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 17,966 shares
    • Kestra Investment Management, LLC: 54,360 shares

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

  5. period ended2025-06-30
    13F/A 68,608 shares
    Change vs previous 13F +32,685 shares

    <0.01% of the 13F portfolio, value $468,593.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 17,685 shares
    • Kestra Investment Management, LLC: 50,923 shares

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

  6. period ended2025-03-31
    13F/A 35,923 shares
    Change vs previous 13F -9,226 shares

    <0.01% of the 13F portfolio, value $224,520.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 16,911 shares
    • Kestra Investment Management, LLC: 19,012 shares

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

  7. period ended2024-12-31
    13F 45,149 shares
    Change vs previous 13F +25,667 shares

    <0.01% of the 13F portfolio, value $373,834.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 19,291 shares
    • Kestra Investment Management, LLC: 25,858 shares

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

  8. period ended2024-09-30
    13F 19,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,580.

    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).