Skip to content
Disclosery

Kestra Advisory Services, LLC: CLM position timeline

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

Kestra Advisory Services, LLC held 78,220 CLM 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 78,220 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $591,349.

    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: 26,328 shares
    • Kestra Advisory Services, LLC: 51,892 shares

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

  2. period ended2026-03-31
    13F 78,025 shares
    Change vs previous 13F +19,275 shares

    <0.01% of the 13F portfolio, value $568,017.

    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: 25,805 shares
    • Kestra Advisory Services, LLC: 52,220 shares

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

  3. period ended2025-12-31
    13F 58,750 shares
    Change vs previous 13F -1,194 shares

    <0.01% of the 13F portfolio, value $491,151.

    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: 24,909 shares
    • Kestra Advisory Services, LLC: 33,841 shares

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

  4. period ended2025-09-30
    13F 59,944 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $496,335.

    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: 26,756 shares
    • Kestra Advisory Services, LLC: 33,188 shares

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

  5. period ended2025-06-30
    13F 58,744 shares
    Change vs previous 13F +22,799 shares

    <0.01% of the 13F portfolio, value $477,001.

    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: 24,297 shares
    • Kestra Advisory Services, LLC: 34,447 shares

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

  6. period ended2025-03-31
    13F 35,945 shares
    Change vs previous 13F -9,087 shares

    <0.01% of the 13F portfolio, value $267,071.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,279 shares
    • Kestra Advisory Services, LLC: 15,666 shares

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

  7. period ended2024-12-31
    13F 45,032 shares
    Change vs previous 13F +29,265 shares

    <0.01% of the 13F portfolio, value $386,825.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,613 shares
    • Kestra Advisory Services, LLC: 28,419 shares

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

  8. period ended2024-09-30
    13F 15,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,091.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,767 shares
    • Kestra Advisory Services, LLC: 0 shares

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