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Kestra Advisory Services, LLC: UAPR position timeline

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

Kestra Advisory Services, LLC held 36,668 UAPR 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 36,668 shares
    Change vs previous 13F -15,261 shares

    <0.01% of the 13F portfolio, value $1,287,585.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 51,929 shares
    Change vs previous 13F -7,187 shares

    0.01% of the 13F portfolio, value $1,732,866.

    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 59,116 shares
    Change vs previous 13F +2,407 shares

    0.01% of the 13F portfolio, value $1,937,227.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 56,709 shares
    Change vs previous 13F +1,118 shares

    0.01% of the 13F portfolio, value $1,822,623.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 55,591 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $1,739,994.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 55,240 shares
    Change vs previous 13F +14,284 shares

    0.01% of the 13F portfolio, value $1,649,466.

    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 40,956 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $1,262,956.

    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 41,037 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,239,314.

    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).