Skip to content
Disclosery

Kestra Advisory Services, LLC: UTI position timeline

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

Kestra Advisory Services, LLC held 12,967 UTI 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 12,967 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $554,599.

    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 12,961 shares
    Change vs previous 13F -445 shares

    <0.01% of the 13F portfolio, value $467,892.

    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 13,406 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $350,299.

    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 13,420 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $436,821.

    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 13,760 shares
    Change vs previous 13F +2,326 shares

    <0.01% of the 13F portfolio, value $466,326.

    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 11,434 shares
    Change vs previous 13F +3,628 shares

    <0.01% of the 13F portfolio, value $293,625.

    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 7,806 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,692.

    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).