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Kestra Advisory Services, LLC: UOCT position timeline

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

Kestra Advisory Services, LLC held 81,311 UOCT 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 81,311 shares
    Change vs previous 13F -22,988 shares

    0.01% of the 13F portfolio, value $3,342,695.

    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 104,299 shares
    Change vs previous 13F +13,260 shares

    0.02% of the 13F portfolio, value $3,988,394.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 91,039 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $3,554,345.

    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).

  4. period ended2025-09-30
    13F 90,911 shares
    Change vs previous 13F +23,828 shares

    0.02% of the 13F portfolio, value $3,493,710.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 67,083 shares
    Change vs previous 13F -12,605 shares

    0.01% of the 13F portfolio, value $2,467,413.

    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 79,688 shares
    Change vs previous 13F -5,152 shares

    0.01% of the 13F portfolio, value $2,753,189.

    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 84,840 shares
    Change vs previous 13F +23,527 shares

    0.02% of the 13F portfolio, value $2,992,994.

    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 61,313 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,134,306.

    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).