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Kestra Advisory Services, LLC: FUMB position timeline

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

Kestra Advisory Services, LLC held 299,001 FUMB 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 299,001 shares
    Change vs previous 13F +25,679 shares

    0.01% of the 13F portfolio, value $5,996,470.

    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: 157,770 shares
    • Kestra Advisory Services, LLC: 141,231 shares

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

  2. period ended2026-03-31
    13F 273,322 shares
    Change vs previous 13F +28,679 shares

    0.02% of the 13F portfolio, value $5,480,101.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 148,742 shares
    • Kestra Advisory Services, LLC: 124,580 shares

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

  3. period ended2025-12-31
    13F 244,643 shares
    Change vs previous 13F -10,857 shares

    0.02% of the 13F portfolio, value $4,907,530.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 137,400 shares
    • Kestra Advisory Services, LLC: 107,243 shares

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

  4. period ended2025-09-30
    13F 255,500 shares
    Change vs previous 13F +34,301 shares

    0.02% of the 13F portfolio, value $5,135,555.

    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: 100,902 shares
    • Kestra Advisory Services, LLC: 154,598 shares

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

  5. period ended2025-06-30
    13F 221,199 shares
    Change vs previous 13F +55,933 shares

    0.02% of the 13F portfolio, value $4,446,092.

    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: 68,512 shares
    • Kestra Advisory Services, LLC: 152,687 shares

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

  6. period ended2025-03-31
    13F 165,266 shares
    Change vs previous 13F -181,488 shares

    0.01% of the 13F portfolio, value $3,321,020.

    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: 18,685 shares
    • Kestra Advisory Services, LLC: 146,581 shares

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

  7. period ended2024-12-31
    13F 346,754 shares
    Change vs previous 13F +147,182 shares

    0.03% of the 13F portfolio, value $6,966,288.

    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: 13,464 shares
    • Kestra Advisory Services, LLC: 333,290 shares

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

  8. period ended2024-09-30
    13F 199,572 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,014,395.

    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: 12,441 shares
    • Kestra Advisory Services, LLC: 187,131 shares

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