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Kestra Advisory Services, LLC: BSMR position timeline

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

Kestra Advisory Services, LLC held 83,002 BSMR 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 83,002 shares
    Change vs previous 13F +29,806 shares

    <0.01% of the 13F portfolio, value $1,962,162.

    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: 10,276 shares
    • Kestra Advisory Services, LLC: 72,726 shares

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

  2. period ended2026-03-31
    13F 53,196 shares
    Change vs previous 13F +9,151 shares

    <0.01% of the 13F portfolio, value $1,258,314.

    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: 12,327 shares
    • Kestra Advisory Services, LLC: 40,869 shares

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

  3. period ended2025-12-31
    13F 44,045 shares
    Change vs previous 13F +2,166 shares

    <0.01% of the 13F portfolio, value $1,042,342.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 41,879 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $990,856.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 41,758 shares
    Change vs previous 13F -285 shares

    <0.01% of the 13F portfolio, value $980,059.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 42,043 shares
    Change vs previous 13F +2,081 shares

    <0.01% of the 13F portfolio, value $990,113.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 39,962 shares
    Change vs previous 13F -20,823 shares

    0.01% of the 13F portfolio, value $943,103.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 60,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,440,611.

    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).