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Kestra Advisory Services, LLC: USCI position timeline

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

Kestra Advisory Services, LLC held 8,304 USCI 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 8,304 shares
    Change vs previous 13F -3,903 shares

    <0.01% of the 13F portfolio, value $769,306.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,304 shares

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

  2. period ended2026-03-31
    13F 12,207 shares
    Change vs previous 13F +746 shares

    <0.01% of the 13F portfolio, value $1,163,561.

    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: 3,903 shares
    • Kestra Advisory Services, LLC: 8,304 shares

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

  3. period ended2025-12-31
    13F 11,461 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $889,508.

    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: 3,269 shares
    • Kestra Advisory Services, LLC: 8,192 shares

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

  4. period ended2025-09-30
    13F 11,484 shares
    Change vs previous 13F -7,377 shares

    <0.01% of the 13F portfolio, value $894,515.

    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: 3,179 shares
    • Kestra Advisory Services, LLC: 8,305 shares

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

  5. period ended2025-06-30
    13F 18,861 shares
    Change vs previous 13F +10,549 shares

    0.01% of the 13F portfolio, value $1,382,303.

    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: 3,124 shares
    • Kestra Advisory Services, LLC: 15,737 shares

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

  6. period ended2025-03-31
    13F 8,312 shares
    Change vs previous 13F -7,425 shares

    <0.01% of the 13F portfolio, value $599,489.

    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 15,737 shares
    Change vs previous 13F +3,371 shares

    0.01% of the 13F portfolio, value $1,038,327.

    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 12,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $771,730.

    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).