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Kestra Advisory Services, LLC: WU position timeline

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

Kestra Advisory Services, LLC held 295,121 WU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,121 shares
    Change vs previous 13F -19,406 shares

    0.01% of the 13F portfolio, value $2,272,430.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 28,777 shares
    • Kestra Investment Management, LLC: 266,344 shares

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

  2. period ended2026-03-31
    13F 314,527 shares
    Change vs previous 13F +39,117 shares

    0.01% of the 13F portfolio, value $2,745,823.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 27,589 shares
    • Kestra Investment Management, LLC: 286,938 shares

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

  3. period ended2025-12-31
    13F 275,410 shares
    Change vs previous 13F -41,456 shares

    0.01% of the 13F portfolio, value $2,564,067.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,064 shares
    • Kestra Advisory Services, LLC: 25,918 shares
    • Kestra Investment Management, LLC: 239,428 shares

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

  4. period ended2025-09-30
    13F 316,866 shares
    Change vs previous 13F -7,282 shares

    0.01% of the 13F portfolio, value $2,531,760.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,333 shares
    • Kestra Advisory Services, LLC: 31,503 shares
    • Kestra Investment Management, LLC: 238,030 shares

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

  5. period ended2025-06-30
    13F/A 324,148 shares
    Change vs previous 13F -70,182 shares

    0.01% of the 13F portfolio, value $2,729,328.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,255 shares
    • Kestra Advisory Services, LLC: 60,890 shares
    • Kestra Investment Management, LLC: 219,003 shares

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

  6. period ended2025-03-31
    13F/A 394,330 shares
    Change vs previous 13F +131,597 shares

    0.01% of the 13F portfolio, value $4,172,012.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,888 shares
    • Kestra Advisory Services, LLC: 128,360 shares
    • Kestra Investment Management, LLC: 235,082 shares

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

  7. period ended2024-12-31
    13F 262,733 shares
    Change vs previous 13F +38,612 shares

    0.01% of the 13F portfolio, value $2,784,970.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,819 shares
    • Kestra Advisory Services, LLC: 111,958 shares
    • Kestra Investment Management, LLC: 122,956 shares

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

  8. period ended2024-09-30
    13F 224,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,673,758.

    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: 35,822 shares
    • Kestra Advisory Services, LLC: 106,660 shares
    • Kestra Investment Management, LLC: 81,639 shares

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