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Kestra Advisory Services, LLC: USEP position timeline

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

Kestra Advisory Services, LLC held 74,023 USEP 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 74,023 shares
    Change vs previous 13F -30,632 shares

    0.01% of the 13F portfolio, value $3,059,371.

    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 104,655 shares
    Change vs previous 13F -1,392 shares

    0.02% of the 13F portfolio, value $4,046,925.

    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 106,047 shares
    Change vs previous 13F -878 shares

    0.02% of the 13F portfolio, value $4,170,913.

    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 106,925 shares
    Change vs previous 13F +23,798 shares

    0.02% of the 13F portfolio, value $4,134,790.

    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 83,127 shares
    Change vs previous 13F -841 shares

    0.01% of the 13F portfolio, value $3,063,654.

    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 83,968 shares
    Change vs previous 13F -752 shares

    0.01% of the 13F portfolio, value $2,889,448.

    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 84,720 shares
    Change vs previous 13F -962 shares

    0.02% of the 13F portfolio, value $2,981,797.

    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 85,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,976,593.

    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).