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Kestra Advisory Services, LLC: EZM position timeline

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

Kestra Advisory Services, LLC held 39,836 EZM 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 39,836 shares
    Change vs previous 13F +15,317 shares

    0.01% of the 13F portfolio, value $3,018,926.

    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 24,519 shares
    Change vs previous 13F +3,744 shares

    0.01% of the 13F portfolio, value $1,648,139.

    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 20,775 shares
    Change vs previous 13F +1,221 shares

    0.01% of the 13F portfolio, value $1,387,781.

    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 19,554 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $1,288,830.

    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 19,816 shares
    Change vs previous 13F +843 shares

    0.01% of the 13F portfolio, value $1,224,014.

    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 18,973 shares
    Change vs previous 13F -25,882 shares

    0.01% of the 13F portfolio, value $1,130,791.

    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 44,855 shares
    Change vs previous 13F +6,357 shares

    0.02% of the 13F portfolio, value $2,803,886.

    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 38,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,399,986.

    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).