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Kestra Advisory Services, LLC: LMBS position timeline

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

Kestra Advisory Services, LLC held 663,734 LMBS 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 663,734 shares
    Change vs previous 13F -2,516 shares

    0.07% of the 13F portfolio, value $33,040,671.

    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: 352,904 shares
    • Kestra Advisory Services, LLC: 305,911 shares
    • Kestra Investment Management, LLC: 4,919 shares

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

  2. period ended2026-03-31
    13F 666,250 shares
    Change vs previous 13F +18,493 shares

    0.1% of the 13F portfolio, value $33,185,893.

    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: 405,775 shares
    • Kestra Advisory Services, LLC: 260,475 shares

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

  3. period ended2025-12-31
    13F 647,757 shares
    Change vs previous 13F +84,296 shares

    0.1% of the 13F portfolio, value $32,381,369.

    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: 376,414 shares
    • Kestra Advisory Services, LLC: 271,343 shares

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

  4. period ended2025-09-30
    13F 563,461 shares
    Change vs previous 13F -4,472 shares

    0.1% of the 13F portfolio, value $28,054,720.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 316,895 shares
    • Kestra Advisory Services, LLC: 246,566 shares

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

  5. period ended2025-06-30
    13F 567,933 shares
    Change vs previous 13F +24,368 shares

    0.1% of the 13F portfolio, value $27,976,403.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 333,039 shares
    • Kestra Advisory Services, LLC: 234,894 shares

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

  6. period ended2025-03-31
    13F/A 543,565 shares
    Change vs previous 13F +49,539 shares

    0.1% of the 13F portfolio, value $26,721,656.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 307,968 shares
    • Kestra Advisory Services, LLC: 235,597 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 494,026 shares
    Change vs previous 13F +29,363 shares

    0.09% of the 13F portfolio, value $24,044,245.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 299,995 shares
    • Kestra Advisory Services, LLC: 191,422 shares
    • Kestra Investment Management, LLC: 2,609 shares

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

  8. period ended2024-09-30
    13F 464,663 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,958,994.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 272,197 shares
    • Kestra Advisory Services, LLC: 192,466 shares

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