Position in AN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,045,997
-$45,701 QoQ
Shares Held
5,630
+0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 504 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in AN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Kestra Advisory Services, LLC holds $3,423,132 across 5 Auto & Truck Dealerships names. AN ranks #2 (30.6% of the industry book) .
All Filings in AN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,997 | 5,630 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,091,698 | 5,591 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,170,328 | 5,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,228,393 | 5,615 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,073,504 | 5,404 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $838,583 | 5,179 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $873,826 | 5,145 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $850,764 | 4,755 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $894,599 | 5,613 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $881,879 | 5,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $705,695 | 4,699 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $694,169 | 4,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $781,732 | 4,749 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $566,596 | 4,217 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $456,025 | 4,250 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $379,262 | 3,723 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,007 | 3,436 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $379,499 | 3,811 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $428,138 | 3,664 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $460,739 | 3,784 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $261,011 | 2,753 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $272,948 | 2,928 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $202,042 | 2,895 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||