Kestra Advisory Services, LLC: URI position timeline

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

Kestra Advisory Services, LLC held 7,473 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 7,473 shares
Change vs previous 13F -2,066 shares
0.02% of the 13F portfolio, value $8,466,269.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,030 shares
- Kestra Advisory Services, LLC: 5,138 shares
- Kestra Investment Management, LLC: 305 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,539 shares
Change vs previous 13F +525 shares
0.02% of the 13F portfolio, value $6,949,932.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,241 shares
- Kestra Advisory Services, LLC: 7,298 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,014 shares
Change vs previous 13F +510 shares
0.02% of the 13F portfolio, value $7,295,538.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,114 shares
- Kestra Advisory Services, LLC: 6,900 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,504 shares
Change vs previous 13F -724 shares
0.03% of the 13F portfolio, value $8,118,021.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,549 shares
- Kestra Advisory Services, LLC: 6,955 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 9,228 shares
Change vs previous 13F +210 shares
0.03% of the 13F portfolio, value $6,952,456.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,753 shares
- Kestra Advisory Services, LLC: 7,475 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 9,018 shares
Change vs previous 13F -454 shares
0.02% of the 13F portfolio, value $5,651,582.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,720 shares
- Kestra Advisory Services, LLC: 7,295 shares
- Kestra Investment Management, LLC: 3 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,472 shares
Change vs previous 13F +1,311 shares
0.02% of the 13F portfolio, value $6,672,456.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,607 shares
- Kestra Advisory Services, LLC: 7,817 shares
- Kestra Investment Management, LLC: 48 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,161 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,608,115.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,407 shares
- Kestra Advisory Services, LLC: 6,754 shares
Acceptance time not in the bulk data set (spec §4.2).