Kestra Advisory Services, LLC: GMAR position timeline

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

Kestra Advisory Services, LLC held 203,247 GMAR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 203,247 shares
Change vs previous 13F -23,794 shares
0.02% of the 13F portfolio, value $8,991,648.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 187,198 shares
- Kestra Investment Management, LLC: 8,844 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 227,041 shares
Change vs previous 13F +20,389 shares
0.03% of the 13F portfolio, value $9,465,339.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 219,836 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 206,652 shares
Change vs previous 13F +33,399 shares
0.02% of the 13F portfolio, value $8,460,333.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 191,037 shares
- Kestra Investment Management, LLC: 8,410 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 173,253 shares
Change vs previous 13F -7,056 shares
0.02% of the 13F portfolio, value $6,947,446.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 159,522 shares
- Kestra Investment Management, LLC: 6,526 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 180,309 shares
Change vs previous 13F +16,796 shares
0.03% of the 13F portfolio, value $7,023,036.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 173,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 163,513 shares
Change vs previous 13F -989 shares
0.02% of the 13F portfolio, value $6,082,684.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,205 shares
- Kestra Advisory Services, LLC: 156,308 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 164,502 shares
Change vs previous 13F -2,527 shares
0.03% of the 13F portfolio, value $6,162,376.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,875 shares
- Kestra Advisory Services, LLC: 158,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 167,029 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,132,821.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,875 shares
- Kestra Advisory Services, LLC: 161,154 shares
Acceptance time not in the bulk data set (spec §4.2).