Kestra Advisory Services, LLC: M position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on M, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 M shares at 2026-03-31 per its 13F-HR filed 2026-04-30.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -7,242 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 7,242 sharesChange vs previous 13F -3,201 shares
<0.01% of the 13F portfolio, value $159,680.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,443 sharesChange vs previous 13F +10,443 shares
<0.01% of the 13F portfolio, value $187,236.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 0 sharesChange vs previous 13F -20,959 shares
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 20,959 sharesChange vs previous 13F +3,664 shares
<0.01% of the 13F portfolio, value $354,832.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 18,714 shares
- Kestra Investment Management, LLC: 2,245 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,295 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $271,361.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).