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Kestra Advisory Services, LLC: EVSM position timeline

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

Kestra Advisory Services, LLC held 27,222 EVSM 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 27,222 shares
    Change vs previous 13F +16,534 shares

    <0.01% of the 13F portfolio, value $1,369,530.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,242 shares
    • Kestra Advisory Services, LLC: 12,980 shares

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

  2. period ended2026-03-31
    13F 10,688 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $536,439.

    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 10,642 shares
    Change vs previous 13F +1,829 shares

    <0.01% of the 13F portfolio, value $536,053.

    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 8,813 shares
    Change vs previous 13F +4,037 shares

    <0.01% of the 13F portfolio, value $444,471.

    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 4,776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,787.

    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).