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Kestra Advisory Services, LLC: BSMY position timeline

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

Kestra Advisory Services, LLC held 94,580 BSMY 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 94,580 shares
    Change vs previous 13F +25,322 shares

    0.01% of the 13F portfolio, value $2,331,521.

    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: 12,860 shares
    • Kestra Advisory Services, LLC: 81,720 shares

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

  2. period ended2026-03-31
    13F 69,258 shares
    Change vs previous 13F +18,104 shares

    0.01% of the 13F portfolio, value $1,680,037.

    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 51,154 shares
    Change vs previous 13F +14,786 shares

    0.01% of the 13F portfolio, value $1,257,435.

    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 36,368 shares
    Change vs previous 13F +15,729 shares

    <0.01% of the 13F portfolio, value $884,833.

    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 20,639 shares
    Change vs previous 13F +7,596 shares

    <0.01% of the 13F portfolio, value $489,487.

    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 13,043 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,564.

    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).