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Kestra Advisory Services, LLC: CM position timeline

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

Kestra Advisory Services, LLC held 12,987 CM 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 12,987 shares
    Change vs previous 13F +2,754 shares

    <0.01% of the 13F portfolio, value $1,493,547.

    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: 2,015 shares
    • Kestra Advisory Services, LLC: 10,972 shares

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

  2. period ended2026-03-31
    13F 10,233 shares
    Change vs previous 13F +376 shares

    <0.01% of the 13F portfolio, value $969,624.

    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 9,857 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $893,122.

    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 9,855 shares
    Change vs previous 13F +3,935 shares

    <0.01% of the 13F portfolio, value $787,349.

    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 5,920 shares
    Change vs previous 13F +1,045 shares

    <0.01% of the 13F portfolio, value $419,345.

    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/A 4,875 shares
    Change vs previous 13F -5,515 shares

    <0.01% of the 13F portfolio, value $274,463.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,875 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 10,390 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $656,983.

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

    • Kestra Advisory Services, LLC: 10,360 shares
    • Kestra Investment Management, LLC: 30 shares

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

  8. period ended2024-09-30
    13F 10,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $635,682.

    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).