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Kestra Advisory Services, LLC: UL position timeline

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

Kestra Advisory Services, LLC held 335,526 UL 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 335,526 shares
    Change vs previous 13F +205,168 shares

    0.05% of the 13F portfolio, value $20,171,823.

    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: 15,865 shares
    • Kestra Advisory Services, LLC: 319,661 shares

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

  2. period ended2026-03-31
    13F 130,358 shares
    Change vs previous 13F +20,059 shares

    0.02% of the 13F portfolio, value $7,426,495.

    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: 16,354 shares
    • Kestra Advisory Services, LLC: 114,004 shares

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

  3. period ended2025-12-31
    13F 110,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,213,555.

    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).