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Kestra Advisory Services, LLC: USTB position timeline

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

Kestra Advisory Services, LLC held 52,027 USTB 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 52,027 shares
    Change vs previous 13F +4,760 shares

    0.01% of the 13F portfolio, value $2,633,598.

    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: 18,555 shares
    • Kestra Advisory Services, LLC: 28,879 shares
    • Kestra Investment Management, LLC: 4,593 shares

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

  2. period ended2026-03-31
    13F 47,267 shares
    Change vs previous 13F +7,175 shares

    0.01% of the 13F portfolio, value $2,390,806.

    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: 17,866 shares
    • Kestra Advisory Services, LLC: 29,401 shares

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

  3. period ended2025-12-31
    13F 40,092 shares
    Change vs previous 13F +8,881 shares

    0.01% of the 13F portfolio, value $2,038,257.

    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: 12,405 shares
    • Kestra Advisory Services, LLC: 27,687 shares

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

  4. period ended2025-09-30
    13F 31,211 shares
    Change vs previous 13F +4,182 shares

    0.01% of the 13F portfolio, value $1,591,450.

    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: 6,996 shares
    • Kestra Advisory Services, LLC: 24,215 shares

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

  5. period ended2025-06-30
    13F 27,029 shares
    Change vs previous 13F +12,623 shares

    0.01% of the 13F portfolio, value $1,373,639.

    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: 5,076 shares
    • Kestra Advisory Services, LLC: 21,953 shares

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

  6. period ended2025-03-31
    13F 14,406 shares
    Change vs previous 13F -614 shares

    <0.01% of the 13F portfolio, value $729,664.

    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 15,020 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $754,004.

    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 13,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $709,077.

    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).