Kestra Advisory Services, LLC: EMR position timeline

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

Kestra Advisory Services, LLC held 369,830 EMR 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 369,830 shares
Change vs previous 13F -4,605 shares
0.13% of the 13F portfolio, value $52,941,092.
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: 114,675 shares
- Kestra Advisory Services, LLC: 255,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 374,435 shares
Change vs previous 13F +13,050 shares
0.14% of the 13F portfolio, value $49,058,513.
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: 119,588 shares
- Kestra Advisory Services, LLC: 254,847 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 361,385 shares
Change vs previous 13F +9,153 shares
0.15% of the 13F portfolio, value $47,962,935.
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: 123,493 shares
- Kestra Advisory Services, LLC: 237,892 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 352,232 shares
Change vs previous 13F +55,119 shares
0.16% of the 13F portfolio, value $46,205,759.
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: 119,545 shares
- Kestra Advisory Services, LLC: 232,687 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 297,113 shares
Change vs previous 13F +12,569 shares
0.14% of the 13F portfolio, value $39,614,031.
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: 117,239 shares
- Kestra Advisory Services, LLC: 179,874 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 284,544 shares
Change vs previous 13F -3,600 shares
0.1% of the 13F portfolio, value $31,197,405.
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: 108,937 shares
- Kestra Advisory Services, LLC: 175,137 shares
- Kestra Investment Management, LLC: 470 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 288,144 shares
Change vs previous 13F -13,366 shares
0.13% of the 13F portfolio, value $35,709,686.
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: 97,804 shares
- Kestra Advisory Services, LLC: 189,778 shares
- Kestra Investment Management, LLC: 562 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 301,510 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $32,976,125.
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: 91,171 shares
- Kestra Advisory Services, LLC: 210,339 shares
Acceptance time not in the bulk data set (spec §4.2).