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Kestra Advisory Services, LLC: CMC position timeline

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

Kestra Advisory Services, LLC held 8,591 CMC 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 8,591 shares
    Change vs previous 13F +1,086 shares

    <0.01% of the 13F portfolio, value $539,113.

    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 7,505 shares
    Change vs previous 13F +1,516 shares

    <0.01% of the 13F portfolio, value $461,005.

    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 5,989 shares
    Change vs previous 13F -6,908 shares

    <0.01% of the 13F portfolio, value $414,585.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,989 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 12,897 shares
    Change vs previous 13F -1,652 shares

    <0.01% of the 13F portfolio, value $738,723.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,719 shares
    • Kestra Investment Management, LLC: 7,178 shares

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

  5. period ended2025-06-30
    13F/A 14,549 shares
    Change vs previous 13F +1,335 shares

    <0.01% of the 13F portfolio, value $711,576.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,273 shares
    • Kestra Investment Management, LLC: 7,276 shares

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

  6. period ended2025-03-31
    13F/A 13,214 shares
    Change vs previous 13F +2,066 shares

    <0.01% of the 13F portfolio, value $607,982.

    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: 6,831 shares
    • Kestra Investment Management, LLC: 6,383 shares

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

  7. period ended2024-12-31
    13F 11,148 shares
    Change vs previous 13F +4,195 shares

    <0.01% of the 13F portfolio, value $552,941.

    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: 6,838 shares
    • Kestra Investment Management, LLC: 4,310 shares

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

  8. period ended2024-09-30
    13F 6,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,151.

    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).