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Kestra Advisory Services, LLC: CSM position timeline

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

Kestra Advisory Services, LLC held 34,283 CSM 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 34,283 shares
    Change vs previous 13F -1,262 shares

    0.01% of the 13F portfolio, value $2,921,428.

    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 35,545 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $2,659,460.

    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 35,565 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $2,833,844.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 35,604 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $2,726,222.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 35,427 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $2,496,521.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 35,389 shares
    Change vs previous 13F -1,586 shares

    0.01% of the 13F portfolio, value $2,254,987.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 36,975 shares
    Change vs previous 13F +496 shares

    0.01% of the 13F portfolio, value $2,445,401.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 36,479 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,384,727.

    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).