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Kestra Advisory Services, LLC: USO position timeline

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

Kestra Advisory Services, LLC held 33,950 USO 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 33,950 shares
    Change vs previous 13F +1,746 shares

    0.01% of the 13F portfolio, value $3,613,638.

    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 32,204 shares
    Change vs previous 13F +1,071 shares

    0.02% of the 13F portfolio, value $4,097,959.

    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 31,133 shares
    Change vs previous 13F +9,230 shares

    0.01% of the 13F portfolio, value $2,153,158.

    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 21,903 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $1,615,346.

    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 22,149 shares
    Change vs previous 13F +215 shares

    0.01% of the 13F portfolio, value $1,619,313.

    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 21,934 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $1,696,156.

    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 22,965 shares
    Change vs previous 13F -6,699 shares

    0.01% of the 13F portfolio, value $1,735,006.

    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 29,664 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,074,107.

    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).