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Kestra Advisory Services, LLC: GM position timeline

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

Kestra Advisory Services, LLC held 123,583 GM 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 123,583 shares
    Change vs previous 13F -2,193 shares

    0.02% of the 13F portfolio, value $9,525,845.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,579 shares
    • Kestra Advisory Services, LLC: 96,943 shares
    • Kestra Investment Management, LLC: 5,061 shares

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

  2. period ended2026-03-31
    13F 125,776 shares
    Change vs previous 13F +21,395 shares

    0.02% of the 13F portfolio, value $9,370,300.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,884 shares
    • Kestra Advisory Services, LLC: 99,995 shares
    • Kestra Investment Management, LLC: 5,897 shares

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

  3. period ended2025-12-31
    13F 104,381 shares
    Change vs previous 13F -28,398 shares

    0.02% of the 13F portfolio, value $8,488,205.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,202 shares
    • Kestra Advisory Services, LLC: 90,358 shares
    • Kestra Investment Management, LLC: 6,821 shares

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

  4. period ended2025-09-30
    13F 132,779 shares
    Change vs previous 13F -2,036 shares

    0.02% of the 13F portfolio, value $8,095,590.

    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: 26,192 shares
    • Kestra Advisory Services, LLC: 98,369 shares
    • Kestra Investment Management, LLC: 8,218 shares

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

  5. period ended2025-06-30
    13F/A 134,815 shares
    Change vs previous 13F -7,366 shares

    0.02% of the 13F portfolio, value $6,634,246.

    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: 25,431 shares
    • Kestra Advisory Services, LLC: 101,957 shares
    • Kestra Investment Management, LLC: 7,427 shares

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

  6. period ended2025-03-31
    13F/A 142,181 shares
    Change vs previous 13F -16,734 shares

    0.02% of the 13F portfolio, value $6,686,772.

    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: 29,967 shares
    • Kestra Advisory Services, LLC: 103,683 shares
    • Kestra Investment Management, LLC: 8,531 shares

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

  7. period ended2024-12-31
    13F 158,915 shares
    Change vs previous 13F +18,916 shares

    0.03% of the 13F portfolio, value $8,465,402.

    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: 29,689 shares
    • Kestra Advisory Services, LLC: 125,106 shares
    • Kestra Investment Management, LLC: 4,120 shares

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

  8. period ended2024-09-30
    13F 139,999 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,277,571.

    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: 31,645 shares
    • Kestra Advisory Services, LLC: 108,354 shares

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