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Kestra Advisory Services, LLC: CME position timeline

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

Kestra Advisory Services, LLC held 12,155 CME 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 12,155 shares
    Change vs previous 13F -7,264 shares

    0.01% of the 13F portfolio, value $2,684,198.

    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: 5,351 shares
    • Kestra Advisory Services, LLC: 5,435 shares
    • Kestra Investment Management, LLC: 1,369 shares

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

  2. period ended2026-03-31
    13F 19,419 shares
    Change vs previous 13F -3,759 shares

    0.01% of the 13F portfolio, value $5,735,463.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,466 shares
    • Kestra Advisory Services, LLC: 7,924 shares
    • Kestra Investment Management, LLC: 2,029 shares

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

  3. period ended2025-12-31
    13F 23,178 shares
    Change vs previous 13F +690 shares

    0.02% of the 13F portfolio, value $6,329,581.

    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: 5,297 shares
    • Kestra Advisory Services, LLC: 14,121 shares
    • Kestra Investment Management, LLC: 3,760 shares

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

  4. period ended2025-09-30
    13F 22,488 shares
    Change vs previous 13F +5,585 shares

    0.02% of the 13F portfolio, value $6,076,061.

    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: 7,251 shares
    • Kestra Advisory Services, LLC: 10,806 shares
    • Kestra Investment Management, LLC: 4,431 shares

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

  5. period ended2025-06-30
    13F/A 16,903 shares
    Change vs previous 13F -694 shares

    0.02% of the 13F portfolio, value $4,658,890.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,591 shares
    • Kestra Advisory Services, LLC: 5,832 shares
    • Kestra Investment Management, LLC: 3,480 shares

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

  6. period ended2025-03-31
    13F/A 17,597 shares
    Change vs previous 13F +6,679 shares

    0.02% of the 13F portfolio, value $4,668,310.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,088 shares
    • Kestra Advisory Services, LLC: 5,664 shares
    • Kestra Investment Management, LLC: 6,845 shares

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

  7. period ended2024-12-31
    13F 10,918 shares
    Change vs previous 13F +3,497 shares

    0.01% of the 13F portfolio, value $2,535,503.

    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: 4,738 shares
    • Kestra Advisory Services, LLC: 5,960 shares
    • Kestra Investment Management, LLC: 220 shares

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

  8. period ended2024-09-30
    13F 7,421 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,637,530.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,537 shares
    • Kestra Advisory Services, LLC: 3,884 shares

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