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Kestra Advisory Services, LLC: CMBS position timeline

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

Kestra Advisory Services, LLC held 6,608 CMBS 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 6,608 shares
    Change vs previous 13F +570 shares

    <0.01% of the 13F portfolio, value $321,481.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 6,038 shares
    Change vs previous 13F -4,464 shares

    <0.01% of the 13F portfolio, value $294,224.

    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 10,502 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $515,419.

    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 10,512 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $515,838.

    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 10,043 shares
    Change vs previous 13F +4,551 shares

    <0.01% of the 13F portfolio, value $489,312.

    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 5,492 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $263,616.

    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 6,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,921.

    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).