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Kestra Advisory Services, LLC: USRT position timeline

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

Kestra Advisory Services, LLC held 77,573 USRT 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 77,573 shares
    Change vs previous 13F +14,321 shares

    0.01% of the 13F portfolio, value $5,154,691.

    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: 6,710 shares
    • Kestra Advisory Services, LLC: 50,867 shares
    • Kestra Investment Management, LLC: 19,996 shares

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

  2. period ended2026-03-31
    13F 63,252 shares
    Change vs previous 13F -300,245 shares

    0.01% of the 13F portfolio, value $3,743,926.

    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: 6,744 shares
    • Kestra Advisory Services, LLC: 43,268 shares
    • Kestra Investment Management, LLC: 13,240 shares

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

  3. period ended2025-12-31
    13F 363,497 shares
    Change vs previous 13F +38,654 shares

    0.06% of the 13F portfolio, value $20,704,781.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,516 shares
    • Kestra Advisory Services, LLC: 33,515 shares
    • Kestra Investment Management, LLC: 318,466 shares

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

  4. period ended2025-09-30
    13F 324,843 shares
    Change vs previous 13F +56,845 shares

    0.06% of the 13F portfolio, value $19,074,735.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,092 shares
    • Kestra Advisory Services, LLC: 28,453 shares
    • Kestra Investment Management, LLC: 286,298 shares

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

  5. period ended2025-06-30
    13F/A 267,998 shares
    Change vs previous 13F +35,913 shares

    0.05% of the 13F portfolio, value $15,157,965.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,201 shares
    • Kestra Advisory Services, LLC: 9,302 shares
    • Kestra Investment Management, LLC: 248,495 shares

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

  6. period ended2025-03-31
    13F/A 232,085 shares
    Change vs previous 13F +232,055 shares

    0.06% of the 13F portfolio, value $13,368,096.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,049 shares
    • Kestra Investment Management, LLC: 226,036 shares

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

  7. period ended2024-12-31
    13F 30 shares
    Change vs previous 13F -548,837 shares

    <0.01% of the 13F portfolio, value $1,692.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, 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 548,867 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $33,793,741.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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