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Kestra Advisory Services, LLC: FSMD position timeline

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

Kestra Advisory Services, LLC held 2,011,149 FSMD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,011,149 shares
    Change vs previous 13F +140,257 shares

    0.24% of the 13F portfolio, value $106,289,256.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 85,829 shares
    • Kestra Advisory Services, LLC: 485,327 shares
    • Kestra Investment Management, LLC: 1,439,993 shares

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

  2. period ended2026-03-31
    13F 1,870,892 shares
    Change vs previous 13F +49,216 shares

    0.21% of the 13F portfolio, value $83,666,304.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,993 shares
    • Kestra Advisory Services, LLC: 558,311 shares
    • Kestra Investment Management, LLC: 1,230,588 shares

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

  3. period ended2025-12-31
    13F 1,821,676 shares
    Change vs previous 13F +1,326,943 shares

    0.22% of the 13F portfolio, value $80,390,551.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 76,248 shares
    • Kestra Advisory Services, LLC: 488,145 shares
    • Kestra Investment Management, LLC: 1,257,283 shares

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

  4. period ended2025-09-30
    13F 494,733 shares
    Change vs previous 13F -1,604 shares

    0.07% of the 13F portfolio, value $21,773,189.

    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: 57,386 shares
    • Kestra Advisory Services, LLC: 437,347 shares

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

  5. period ended2025-06-30
    13F 496,337 shares
    Change vs previous 13F +134,170 shares

    0.08% of the 13F portfolio, value $20,583,100.

    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: 55,152 shares
    • Kestra Advisory Services, LLC: 441,185 shares

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

  6. period ended2025-03-31
    13F/A 362,167 shares
    Change vs previous 13F +95,294 shares

    0.05% of the 13F portfolio, value $14,182,460.

    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: 53,868 shares
    • Kestra Advisory Services, LLC: 308,299 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 266,873 shares
    Change vs previous 13F +48,058 shares

    0.04% of the 13F portfolio, value $10,987,166.

    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: 29,185 shares
    • Kestra Advisory Services, LLC: 236,395 shares
    • Kestra Investment Management, LLC: 1,293 shares

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

  8. period ended2024-09-30
    13F 218,815 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,058,955.

    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: 14,459 shares
    • Kestra Advisory Services, LLC: 204,356 shares

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