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Kestra Advisory Services, LLC: UAL position timeline

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

Kestra Advisory Services, LLC held 25,619 UAL 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 25,619 shares
    Change vs previous 13F +770 shares

    0.01% of the 13F portfolio, value $3,483,901.

    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: 1,647 shares
    • Kestra Advisory Services, LLC: 23,972 shares

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

  2. period ended2026-03-31
    13F 24,849 shares
    Change vs previous 13F +1,715 shares

    0.01% of the 13F portfolio, value $2,287,829.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 23,134 shares
    Change vs previous 13F -17,818 shares

    0.01% of the 13F portfolio, value $2,586,822.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 23,134 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 40,952 shares
    Change vs previous 13F +1,079 shares

    0.02% of the 13F portfolio, value $3,951,849.

    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: 18,252 shares
    • Kestra Investment Management, LLC: 22,700 shares

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

  5. period ended2025-06-30
    13F/A 39,873 shares
    Change vs previous 13F +6,600 shares

    0.01% of the 13F portfolio, value $3,175,071.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 21,979 shares
    • Kestra Investment Management, LLC: 17,894 shares

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

  6. period ended2025-03-31
    13F/A 33,273 shares
    Change vs previous 13F +2,721 shares

    0.01% of the 13F portfolio, value $2,297,501.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 19,113 shares
    • Kestra Investment Management, LLC: 14,160 shares

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

  7. period ended2024-12-31
    13F 30,552 shares
    Change vs previous 13F +5,387 shares

    0.01% of the 13F portfolio, value $2,966,599.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 20,692 shares
    • Kestra Investment Management, LLC: 9,860 shares

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

  8. period ended2024-09-30
    13F 25,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,435,915.

    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: 0 shares
    • Kestra Advisory Services, LLC: 25,165 shares

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