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Kestra Advisory Services, LLC: CMS position timeline

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

Kestra Advisory Services, LLC held 39,092 CMS 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 39,092 shares
    Change vs previous 13F +23,987 shares

    0.01% of the 13F portfolio, value $2,990,564.

    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: 3,657 shares
    • Kestra Advisory Services, LLC: 35,435 shares

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

  2. period ended2026-03-31
    13F 15,105 shares
    Change vs previous 13F +1,161 shares

    <0.01% of the 13F portfolio, value $1,171,802.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,596 shares
    • Kestra Advisory Services, LLC: 10,509 shares

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

  3. period ended2025-12-31
    13F 13,944 shares
    Change vs previous 13F +1,574 shares

    <0.01% of the 13F portfolio, value $975,099.

    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: 4,422 shares
    • Kestra Advisory Services, LLC: 9,522 shares

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

  4. period ended2025-09-30
    13F 12,370 shares
    Change vs previous 13F +931 shares

    <0.01% of the 13F portfolio, value $906,211.

    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: 4,659 shares
    • Kestra Advisory Services, LLC: 7,711 shares

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

  5. period ended2025-06-30
    13F 11,439 shares
    Change vs previous 13F -781 shares

    <0.01% of the 13F portfolio, value $792,465.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,453 shares
    • Kestra Advisory Services, LLC: 6,986 shares

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

  6. period ended2025-03-31
    13F/A 12,220 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $917,844.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,393 shares
    • Kestra Advisory Services, LLC: 6,827 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 12,060 shares
    Change vs previous 13F +766 shares

    <0.01% of the 13F portfolio, value $803,777.

    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: 4,776 shares
    • Kestra Advisory Services, LLC: 7,253 shares
    • Kestra Investment Management, LLC: 31 shares

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

  8. period ended2024-09-30
    13F 11,294 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $797,693.

    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: 4,648 shares
    • Kestra Advisory Services, LLC: 6,646 shares

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