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Kestra Advisory Services, LLC: CMA position timeline

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

Kestra Advisory Services, LLC held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -18,719 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 18,719 shares
    Change vs previous 13F -3,890 shares

    0.01% of the 13F portfolio, value $1,627,202.

    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: 0 shares
    • Kestra Advisory Services, LLC: 18,719 shares

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

  3. period ended2025-09-30
    13F 22,609 shares
    Change vs previous 13F +3,691 shares

    0.01% of the 13F portfolio, value $1,549,148.

    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: 3,189 shares
    • Kestra Advisory Services, LLC: 19,420 shares

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

  4. period ended2025-06-30
    13F/A 18,918 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $1,128,484.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,918 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-03-31
    13F/A 19,388 shares
    Change vs previous 13F +1,015 shares

    <0.01% of the 13F portfolio, value $1,145,056.

    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: 18,832 shares
    • Kestra Investment Management, LLC: 556 shares

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

  6. period ended2024-12-31
    13F 18,373 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $1,136,370.

    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).

  7. period ended2024-09-30
    13F 18,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,109,817.

    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).