Skip to content
Disclosery

Kestra Advisory Services, LLC: UBS position timeline

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

Kestra Advisory Services, LLC held 27,601 UBS 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 27,601 shares
    Change vs previous 13F -1,233 shares

    <0.01% of the 13F portfolio, value $1,367,892.

    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: 18,989 shares
    • Kestra Advisory Services, LLC: 8,612 shares

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

  2. period ended2026-03-31
    13F 28,834 shares
    Change vs previous 13F -4,478 shares

    <0.01% of the 13F portfolio, value $1,126,556.

    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: 20,951 shares
    • Kestra Advisory Services, LLC: 7,883 shares

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

  3. period ended2025-12-31
    13F 33,312 shares
    Change vs previous 13F -99,437 shares

    <0.01% of the 13F portfolio, value $1,542,671.

    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: 21,556 shares
    • Kestra Advisory Services, LLC: 11,756 shares

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

  4. period ended2025-09-30
    13F 132,749 shares
    Change vs previous 13F +3,469 shares

    0.02% of the 13F portfolio, value $5,442,732.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,951 shares
    • Kestra Advisory Services, LLC: 127,798 shares

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

  5. period ended2025-06-30
    13F 129,280 shares
    Change vs previous 13F -16,100 shares

    0.02% of the 13F portfolio, value $4,372,249.

    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/A 145,380 shares
    Change vs previous 13F -9,033 shares

    0.02% of the 13F portfolio, value $4,452,989.

    13F-HR 0001830819-25-000006 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: 145,380 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 154,413 shares
    Change vs previous 13F +4,102 shares

    0.02% of the 13F portfolio, value $4,681,803.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,674 shares
    • Kestra Advisory Services, LLC: 144,994 shares
    • Kestra Investment Management, LLC: 745 shares

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

  8. period ended2024-09-30
    13F 150,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,646,106.

    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: 8,968 shares
    • Kestra Advisory Services, LLC: 141,343 shares

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