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Kestra Advisory Services, LLC: UBSI position timeline

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

Kestra Advisory Services, LLC held 38,927 UBSI 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 38,927 shares
    Change vs previous 13F -15,069 shares

    <0.01% of the 13F portfolio, value $1,784,034.

    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: 32,155 shares
    • Kestra Advisory Services, LLC: 6,772 shares

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

  2. period ended2026-03-31
    13F 53,996 shares
    Change vs previous 13F -5,939 shares

    0.01% of the 13F portfolio, value $2,236,551.

    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: 31,897 shares
    • Kestra Advisory Services, LLC: 22,099 shares

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

  3. period ended2025-12-31
    13F 59,935 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $2,301,518.

    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: 27,609 shares
    • Kestra Advisory Services, LLC: 32,326 shares

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

  4. period ended2025-09-30
    13F 60,082 shares
    Change vs previous 13F -5,282 shares

    0.01% of the 13F portfolio, value $2,235,648.

    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: 27,312 shares
    • Kestra Advisory Services, LLC: 32,770 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 65,364 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $2,381,216.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,069 shares
    • Kestra Advisory Services, LLC: 35,332 shares
    • Kestra Investment Management, LLC: 2,963 shares

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

  6. period ended2025-03-31
    13F/A 65,681 shares
    Change vs previous 13F +34,545 shares

    0.01% of the 13F portfolio, value $2,277,160.

    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: 26,957 shares
    • Kestra Advisory Services, LLC: 28,748 shares
    • Kestra Investment Management, LLC: 9,976 shares

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

  7. period ended2024-12-31
    13F 31,136 shares
    Change vs previous 13F +21,107 shares

    <0.01% of the 13F portfolio, value $1,169,157.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,161 shares
    • Kestra Advisory Services, LLC: 7,487 shares
    • Kestra Investment Management, LLC: 12,488 shares

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

  8. period ended2024-09-30
    13F 10,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,087.

    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).