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Kestra Advisory Services, LLC: USA position timeline

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

Kestra Advisory Services, LLC held 540,940 USA 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 540,940 shares
    Change vs previous 13F +40,151 shares

    0.01% of the 13F portfolio, value $3,142,860.

    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: 168,027 shares
    • Kestra Advisory Services, LLC: 372,913 shares

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

  2. period ended2026-03-31
    13F 500,789 shares
    Change vs previous 13F +2,788 shares

    0.01% of the 13F portfolio, value $2,779,381.

    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: 180,994 shares
    • Kestra Advisory Services, LLC: 319,795 shares

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

  3. period ended2025-12-31
    13F 498,001 shares
    Change vs previous 13F -6,417 shares

    0.01% of the 13F portfolio, value $3,127,445.

    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: 170,080 shares
    • Kestra Advisory Services, LLC: 327,921 shares

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

  4. period ended2025-09-30
    13F 504,418 shares
    Change vs previous 13F +152,465 shares

    0.01% of the 13F portfolio, value $3,198,011.

    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: 169,880 shares
    • Kestra Advisory Services, LLC: 334,538 shares

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

  5. period ended2025-06-30
    13F 351,953 shares
    Change vs previous 13F +9,910 shares

    0.01% of the 13F portfolio, value $2,396,801.

    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: 150,460 shares
    • Kestra Advisory Services, LLC: 201,493 shares

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

  6. period ended2025-03-31
    13F 342,043 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $2,240,381.

    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: 154,617 shares
    • Kestra Advisory Services, LLC: 187,426 shares

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

  7. period ended2024-12-31
    13F 341,644 shares
    Change vs previous 13F +74,676 shares

    0.01% of the 13F portfolio, value $2,374,426.

    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: 150,120 shares
    • Kestra Advisory Services, LLC: 191,524 shares

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

  8. period ended2024-09-30
    13F 266,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,895,473.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 153,144 shares
    • Kestra Advisory Services, LLC: 113,824 shares

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