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Kestra Advisory Services, LLC: CRM position timeline

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

Kestra Advisory Services, LLC held 182,545 CRM 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 182,545 shares
    Change vs previous 13F -9,210 shares

    0.06% of the 13F portfolio, value $28,597,569.

    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: 66,761 shares
    • Kestra Advisory Services, LLC: 113,470 shares
    • Kestra Investment Management, LLC: 2,314 shares

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

  2. period ended2026-03-31
    13F 191,755 shares
    Change vs previous 13F +2,568 shares

    0.09% of the 13F portfolio, value $35,794,909.

    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: 70,011 shares
    • Kestra Advisory Services, LLC: 118,602 shares
    • Kestra Investment Management, LLC: 3,142 shares

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

  3. period ended2025-12-31
    13F 189,187 shares
    Change vs previous 13F -17,816 shares

    0.14% of the 13F portfolio, value $50,117,653.

    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: 69,761 shares
    • Kestra Advisory Services, LLC: 117,237 shares
    • Kestra Investment Management, LLC: 2,189 shares

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

  4. period ended2025-09-30
    13F 207,003 shares
    Change vs previous 13F +20,053 shares

    0.15% of the 13F portfolio, value $49,059,822.

    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: 75,508 shares
    • Kestra Advisory Services, LLC: 128,815 shares
    • Kestra Investment Management, LLC: 2,680 shares

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

  5. period ended2025-06-30
    13F/A 186,950 shares
    Change vs previous 13F -2,116 shares

    0.17% of the 13F portfolio, value $50,979,280.

    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: 75,834 shares
    • Kestra Advisory Services, LLC: 107,712 shares
    • Kestra Investment Management, LLC: 3,404 shares

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

  6. period ended2025-03-31
    13F/A 189,066 shares
    Change vs previous 13F +7,923 shares

    0.17% of the 13F portfolio, value $50,737,753.

    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: 72,249 shares
    • Kestra Advisory Services, LLC: 106,494 shares
    • Kestra Investment Management, LLC: 10,323 shares

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

  7. period ended2024-12-31
    13F 181,143 shares
    Change vs previous 13F -16,040 shares

    0.23% of the 13F portfolio, value $60,561,540.

    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: 68,514 shares
    • Kestra Advisory Services, LLC: 108,938 shares
    • Kestra Investment Management, LLC: 3,691 shares

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

  8. period ended2024-09-30
    13F 197,183 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $53,970,872.

    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: 67,911 shares
    • Kestra Advisory Services, LLC: 126,472 shares
    • Kestra Investment Management, LLC: 2,800 shares

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