Kestra Advisory Services, LLC MLPB UBS AG LONDON BRANCH

Ownership history in Kestra Advisory Services, LLC  ·  7 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported UBS AG LONDON BRANCH (MLPB) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows MLPB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in UBS AG LONDON BRANCH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLPB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kestra Advisory Services, LLC held MLPB — position size vs. price
% of Fund (quarterly)    MLPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,080 +6,876 +163.6% 0.00% $322K 2026-04-30 $29.60
2025 Q4 REDUCED 78.2% +16.7% 4,204 -15,097 -78.2% 0.00% $106K 2026-02-13 $27.84
2025 Q2 ADDED 19,301 +8,156 +73.2% 0.00% $502K 2025-08-15 $24.46
2024 Q4 ADDED 11,145 +269 +2.5% 0.00% $281K 2025-02-10 $25.38
2024 Q2 ADDED 10,876 +1,728 +18.9% 0.00% $268K 2024-08-14 $20.93
2024 Q1 REDUCED 51.6% +4.0% 9,148 -9,754 -51.6% 0.00% $221K 2024-05-15 $20.93
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kestra Advisory Services, LLC and MLPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kestra Advisory Services, LLC reported owning MLPB?

Kestra Advisory Services, LLC reported MLPB across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MLPB position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for MLPB was 0.00% in 2025 Q2.

What is the latest reported MLPB position on this page?

The most recent filing on this page is 2026 Q1, when Kestra Advisory Services, LLC reported 11,080 shares, equal to 0.00% of portfolio, with an estimated market value of $322K.

What does the chart on this MLPB ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly MLPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kestra Advisory Services, LLC time their MLPB position?

Based on 13F filing dates vs. subsequent MLPB price moves, Kestra Advisory Services, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MLPB relative to SPY over the holding period was +0.9%.

← Back to Kestra Advisory Services, LLC Holdings