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Kestra Advisory Services, LLC: USAC position timeline

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

Kestra Advisory Services, LLC held 67,421 USAC 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 67,421 shares
    Change vs previous 13F -9,307 shares

    <0.01% of the 13F portfolio, value $1,779,229.

    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: 11,947 shares
    • Kestra Advisory Services, LLC: 55,474 shares

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

  2. period ended2026-03-31
    13F 76,728 shares
    Change vs previous 13F +2,043 shares

    0.01% of the 13F portfolio, value $2,080,860.

    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: 30,388 shares
    • Kestra Advisory Services, LLC: 46,340 shares

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

  3. period ended2025-12-31
    13F 74,685 shares
    Change vs previous 13F +18,176 shares

    0.01% of the 13F portfolio, value $1,717,769.

    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: 28,885 shares
    • Kestra Advisory Services, LLC: 45,800 shares

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

  4. period ended2025-09-30
    13F 56,509 shares
    Change vs previous 13F +2,012 shares

    <0.01% of the 13F portfolio, value $1,356,203.

    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: 11,467 shares
    • Kestra Advisory Services, LLC: 45,042 shares

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

  5. period ended2025-06-30
    13F 54,497 shares
    Change vs previous 13F +5,084 shares

    <0.01% of the 13F portfolio, value $1,324,822.

    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: 11,154 shares
    • Kestra Advisory Services, LLC: 43,343 shares

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

  6. period ended2025-03-31
    13F 49,413 shares
    Change vs previous 13F +4,877 shares

    0.01% of the 13F portfolio, value $1,333,163.

    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: 8,511 shares
    • Kestra Advisory Services, LLC: 40,902 shares

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

  7. period ended2024-12-31
    13F 44,536 shares
    Change vs previous 13F +44,536 shares

    0.01% of the 13F portfolio, value $1,049,268.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.