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Kestra Advisory Services, LLC: VUSB position timeline

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

Kestra Advisory Services, LLC held 326,715 VUSB 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 326,715 shares
    Change vs previous 13F +17,169 shares

    0.04% of the 13F portfolio, value $16,263,874.

    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: 11,761 shares
    • Kestra Advisory Services, LLC: 314,954 shares

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

  2. period ended2026-03-31
    13F 309,546 shares
    Change vs previous 13F +27,587 shares

    0.04% of the 13F portfolio, value $15,410,728.

    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: 37,891 shares
    • Kestra Advisory Services, LLC: 271,655 shares

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

  3. period ended2025-12-31
    13F 281,959 shares
    Change vs previous 13F +30,968 shares

    0.04% of the 13F portfolio, value $14,052,860.

    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: 19,568 shares
    • Kestra Advisory Services, LLC: 262,391 shares

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

  4. period ended2025-09-30
    13F 250,991 shares
    Change vs previous 13F +32,547 shares

    0.04% of the 13F portfolio, value $12,548,272.

    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: 7,759 shares
    • Kestra Advisory Services, LLC: 243,232 shares

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

  5. period ended2025-06-30
    13F 218,444 shares
    Change vs previous 13F +5,670 shares

    0.04% of the 13F portfolio, value $10,892,693.

    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: 10,572 shares
    • Kestra Advisory Services, LLC: 207,872 shares

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

  6. period ended2025-03-31
    13F 212,774 shares
    Change vs previous 13F +23,499 shares

    0.04% of the 13F portfolio, value $10,607,848.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,808 shares
    • Kestra Advisory Services, LLC: 195,966 shares

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

  7. period ended2024-12-31
    13F 189,275 shares
    Change vs previous 13F +49,535 shares

    0.04% of the 13F portfolio, value $9,391,825.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,533 shares
    • Kestra Advisory Services, LLC: 172,742 shares

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

  8. period ended2024-09-30
    13F 139,740 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,978,638.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,165 shares
    • Kestra Advisory Services, LLC: 123,575 shares

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