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Kestra Advisory Services, LLC: BMO position timeline

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

Kestra Advisory Services, LLC held 24,149 BMO 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 24,149 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $4,266,965.

    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: 4,512 shares
    • Kestra Advisory Services, LLC: 19,637 shares

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

  2. period ended2026-03-31
    13F 23,952 shares
    Change vs previous 13F -1,202 shares

    0.01% of the 13F portfolio, value $3,241,734.

    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: 4,390 shares
    • Kestra Advisory Services, LLC: 19,562 shares

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

  3. period ended2025-12-31
    13F 25,154 shares
    Change vs previous 13F -4,111 shares

    0.01% of the 13F portfolio, value $3,264,728.

    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: 4,407 shares
    • Kestra Advisory Services, LLC: 20,747 shares

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

  4. period ended2025-09-30
    13F 29,265 shares
    Change vs previous 13F +14,207 shares

    0.01% of the 13F portfolio, value $3,811,673.

    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: 7,462 shares
    • Kestra Advisory Services, LLC: 21,803 shares

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

  5. period ended2025-06-30
    13F 15,058 shares
    Change vs previous 13F +9,040 shares

    0.01% of the 13F portfolio, value $1,665,893.

    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: 7,420 shares
    • Kestra Advisory Services, LLC: 7,638 shares

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

  6. period ended2025-03-31
    13F/A 6,018 shares
    Change vs previous 13F -601 shares

    <0.01% of the 13F portfolio, value $574,779.

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

    • Kestra Advisory Services, LLC: 6,018 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,619 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $642,374.

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

    • Kestra Advisory Services, LLC: 6,580 shares
    • Kestra Investment Management, LLC: 39 shares

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

  8. period ended2024-09-30
    13F 6,170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $556,513.

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

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