Skip to content
Disclosery

Kestra Advisory Services, LLC: UUUU position timeline

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

Kestra Advisory Services, LLC held 35,499 UUUU 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 35,499 shares
    Change vs previous 13F -4,527 shares

    <0.01% of the 13F portfolio, value $514,736.

    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: 13,200 shares
    • Kestra Advisory Services, LLC: 22,299 shares

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

  2. period ended2026-03-31
    13F 40,026 shares
    Change vs previous 13F +8,385 shares

    <0.01% of the 13F portfolio, value $730,475.

    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: 13,200 shares
    • Kestra Advisory Services, LLC: 26,826 shares

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

  3. period ended2025-12-31
    13F 31,641 shares
    Change vs previous 13F -11,857 shares

    <0.01% of the 13F portfolio, value $460,060.

    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: 15,700 shares
    • Kestra Advisory Services, LLC: 15,941 shares

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

  4. period ended2025-09-30
    13F 43,498 shares
    Change vs previous 13F +31,475 shares

    <0.01% of the 13F portfolio, value $667,695.

    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: 15,850 shares
    • Kestra Advisory Services, LLC: 27,648 shares

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

  5. period ended2025-06-30
    13F 12,023 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $69,132.

    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 11,570 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $43,156.

    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 12,028 shares
    Change vs previous 13F -4,599 shares

    <0.01% of the 13F portfolio, value $61,704.

    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 16,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $91,282.

    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).