Kestra Advisory Services, LLC
CIK
0001830819
City
AUSTIN
State / Country
TX
Holdings in USCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $635,781 | 8,192 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $646,959 | 8,305 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,153,364 | 15,737 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $599,461 | 8,312 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,038,327 | 15,737 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $771,762 | 12,366 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,164,758 | 18,717 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $993,850 | 16,306 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $500,948 | 8,901 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $531,493 | 8,984 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $606,061 | 11,305 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $623,447 | 11,490 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $730,176 | 12,974 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,145,977 | 22,317 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $1,050,872 | 19,173 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $635,121 | 11,510 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $753,117 | 17,325 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $589,633 | 14,420 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $560,895 | 13,887 | Shares | Sole | 2022-07-26 |
| 2021-03-31 | $406,267 | 11,396 | Shares | Sole | 2022-07-27 |