Skip to content
Disclosery

Kestra Advisory Services, LLC: BSMT position timeline

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

Kestra Advisory Services, LLC held 101,067 BSMT 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 101,067 shares
    Change vs previous 13F +22,044 shares

    0.01% of the 13F portfolio, value $2,327,592.

    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: 13,443 shares
    • Kestra Advisory Services, LLC: 87,624 shares

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

  2. period ended2026-03-31
    13F 79,023 shares
    Change vs previous 13F -3,023 shares

    0.01% of the 13F portfolio, value $1,819,406.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 82,046 shares
    Change vs previous 13F +4,689 shares

    0.01% of the 13F portfolio, value $1,899,357.

    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 77,357 shares
    Change vs previous 13F +1,389 shares

    0.01% of the 13F portfolio, value $1,786,951.

    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 75,968 shares
    Change vs previous 13F +2,203 shares

    0.01% of the 13F portfolio, value $1,725,235.

    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 73,765 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $1,677,416.

    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 73,608 shares
    Change vs previous 13F -4,031 shares

    0.01% of the 13F portfolio, value $1,688,568.

    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 77,639 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,806,652.

    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).