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Kestra Advisory Services, LLC: UDEC position timeline

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

Kestra Advisory Services, LLC held 109,711 UDEC 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 109,711 shares
    Change vs previous 13F -38,344 shares

    0.01% of the 13F portfolio, value $4,572,766.

    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: 7,850 shares
    • Kestra Advisory Services, LLC: 101,861 shares

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

  2. period ended2026-03-31
    13F 148,055 shares
    Change vs previous 13F -11,888 shares

    0.02% of the 13F portfolio, value $5,750,456.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,400 shares
    • Kestra Advisory Services, LLC: 133,655 shares

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

  3. period ended2025-12-31
    13F 159,943 shares
    Change vs previous 13F +6,881 shares

    0.02% of the 13F portfolio, value $6,340,141.

    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: 23,000 shares
    • Kestra Advisory Services, LLC: 136,943 shares

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

  4. period ended2025-09-30
    13F 153,062 shares
    Change vs previous 13F -8,857 shares

    0.02% of the 13F portfolio, value $5,872,989.

    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: 24,900 shares
    • Kestra Advisory Services, LLC: 128,162 shares

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

  5. period ended2025-06-30
    13F 161,919 shares
    Change vs previous 13F +33,833 shares

    0.02% of the 13F portfolio, value $5,900,328.

    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: 30,600 shares
    • Kestra Advisory Services, LLC: 131,319 shares

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

  6. period ended2025-03-31
    13F 128,086 shares
    Change vs previous 13F +7,502 shares

    0.02% of the 13F portfolio, value $4,393,350.

    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 120,584 shares
    Change vs previous 13F +78,399 shares

    0.02% of the 13F portfolio, value $4,231,293.

    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 42,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,476,298.

    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).