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Kestra Advisory Services, LLC: UYLD position timeline

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

Kestra Advisory Services, LLC held 369,809 UYLD 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 369,809 shares
    Change vs previous 13F +15,501 shares

    0.05% of the 13F portfolio, value $18,862,081.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 186,586 shares
    • Kestra Advisory Services, LLC: 183,223 shares

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

  2. period ended2026-03-31
    13F 354,308 shares
    Change vs previous 13F +161,542 shares

    0.05% of the 13F portfolio, value $18,082,118.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 184,406 shares
    • Kestra Advisory Services, LLC: 169,902 shares

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

  3. period ended2025-12-31
    13F 192,766 shares
    Change vs previous 13F +6,508 shares

    0.03% of the 13F portfolio, value $9,858,946.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 174,572 shares
    • Kestra Advisory Services, LLC: 18,194 shares

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

  4. period ended2025-09-30
    13F 186,258 shares
    Change vs previous 13F +16,511 shares

    0.03% of the 13F portfolio, value $9,526,140.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 169,941 shares
    • Kestra Advisory Services, LLC: 16,317 shares

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

  5. period ended2025-06-30
    13F 169,747 shares
    Change vs previous 13F +3,488 shares

    0.12% of the 13F portfolio, value $8,668,979.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 166,259 shares
    Change vs previous 13F +6,998 shares

    0.14% of the 13F portfolio, value $8,494,172.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 159,261 shares
    Change vs previous 13F +4,369 shares

    0.14% of the 13F portfolio, value $8,132,663.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 154,892 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,925,824.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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