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Kestra Advisory Services, LLC: UAUG position timeline

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

Kestra Advisory Services, LLC held 52,534 UAUG 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 52,534 shares
    Change vs previous 13F -15,053 shares

    0.01% of the 13F portfolio, value $2,210,883.

    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 67,587 shares
    Change vs previous 13F +4,903 shares

    0.01% of the 13F portfolio, value $2,659,156.

    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 62,684 shares
    Change vs previous 13F -63,362 shares

    0.01% of the 13F portfolio, value $2,502,345.

    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 126,046 shares
    Change vs previous 13F -11,360 shares

    0.02% of the 13F portfolio, value $4,954,478.

    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 137,406 shares
    Change vs previous 13F -1,986 shares

    0.03% of the 13F portfolio, value $5,142,213.

    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 139,392 shares
    Change vs previous 13F -25,776 shares

    0.02% of the 13F portfolio, value $4,825,751.

    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 165,168 shares
    Change vs previous 13F -181,650 shares

    0.03% of the 13F portfolio, value $5,865,000.

    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 346,818 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,149,035.

    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).