Kestra Advisory Services, LLC: CMI position timeline

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

Kestra Advisory Services, LLC held 60,957 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 60,957 shares
Change vs previous 13F -5,151 shares
0.1% of the 13F portfolio, value $43,475,222.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,819 shares
- Kestra Advisory Services, LLC: 55,833 shares
- Kestra Investment Management, LLC: 305 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 66,108 shares
Change vs previous 13F +1,967 shares
0.1% of the 13F portfolio, value $35,567,575.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,800 shares
- Kestra Advisory Services, LLC: 61,308 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 64,141 shares
Change vs previous 13F +4,918 shares
0.1% of the 13F portfolio, value $32,740,790.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,717 shares
- Kestra Advisory Services, LLC: 59,424 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 59,223 shares
Change vs previous 13F +4,232 shares
0.08% of the 13F portfolio, value $25,013,971.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,564 shares
- Kestra Advisory Services, LLC: 54,659 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 54,991 shares
Change vs previous 13F -979 shares
0.07% of the 13F portfolio, value $18,009,678.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,041 shares
- Kestra Advisory Services, LLC: 50,950 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 55,970 shares
Change vs previous 13F -2,947 shares
0.06% of the 13F portfolio, value $17,543,237.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,782 shares
- Kestra Advisory Services, LLC: 53,012 shares
- Kestra Investment Management, LLC: 176 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 58,917 shares
Change vs previous 13F +175 shares
0.08% of the 13F portfolio, value $20,538,468.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,711 shares
- Kestra Advisory Services, LLC: 53,081 shares
- Kestra Investment Management, LLC: 125 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 58,742 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $19,020,216.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,457 shares
- Kestra Advisory Services, LLC: 54,285 shares
Acceptance time not in the bulk data set (spec §4.2).