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Kestra Advisory Services, LLC: BSMW position timeline

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

Kestra Advisory Services, LLC held 121,856 BSMW 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 121,856 shares
    Change vs previous 13F +13,448 shares

    0.01% of the 13F portfolio, value $3,063,467.

    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: 12,730 shares
    • Kestra Advisory Services, LLC: 109,126 shares

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

  2. period ended2026-03-31
    13F 108,408 shares
    Change vs previous 13F +10,368 shares

    0.01% of the 13F portfolio, value $2,694,341.

    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 98,040 shares
    Change vs previous 13F +14,567 shares

    0.01% of the 13F portfolio, value $2,461,793.

    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 83,473 shares
    Change vs previous 13F +11,656 shares

    0.01% of the 13F portfolio, value $2,084,743.

    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 71,817 shares
    Change vs previous 13F -3,625 shares

    0.01% of the 13F portfolio, value $1,758,078.

    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 75,442 shares
    Change vs previous 13F +1,433 shares

    0.01% of the 13F portfolio, value $1,855,873.

    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 74,009 shares
    Change vs previous 13F +10,368 shares

    0.01% of the 13F portfolio, value $1,856,886.

    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 63,641 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,631,127.

    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).