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Kestra Advisory Services, LLC: UFOX position timeline

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

Kestra Advisory Services, LLC held 90,863 UFOX 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 90,863 shares
    Change vs previous 13F -21,681 shares

    0.03% of the 13F portfolio, value $8,635,393.

    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 112,544 shares
    Change vs previous 13F +1,159 shares

    0.03% of the 13F portfolio, value $7,672,745.

    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: 0 shares
    • Kestra Advisory Services, LLC: 112,544 shares

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

  3. period ended2025-12-31
    13F 111,385 shares
    Change vs previous 13F +84,186 shares

    0.02% of the 13F portfolio, value $7,110,366.

    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: 3,861 shares
    • Kestra Advisory Services, LLC: 107,524 shares

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

  4. period ended2025-09-30
    13F 27,199 shares
    Change vs previous 13F +3,869 shares

    0.01% of the 13F portfolio, value $1,677,664.

    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: 3,939 shares
    • Kestra Advisory Services, LLC: 23,260 shares

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

  5. period ended2025-06-30
    13F 23,330 shares
    Change vs previous 13F +3,322 shares

    <0.01% of the 13F portfolio, value $1,230,898.

    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: 4,112 shares
    • Kestra Advisory Services, LLC: 19,218 shares

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

  6. period ended2025-03-31
    13F/A 20,008 shares
    Change vs previous 13F -6,734 shares

    <0.01% of the 13F portfolio, value $850,340.

    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: 20,008 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 26,742 shares
    Change vs previous 13F +14,793 shares

    <0.01% of the 13F portfolio, value $1,274,256.

    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: 4,293 shares
    • Kestra Advisory Services, LLC: 20,948 shares
    • Kestra Investment Management, LLC: 1,501 shares

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

  8. period ended2024-09-30
    13F 11,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,349.

    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).