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Kestra Advisory Services, LLC: MA position timeline

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

Kestra Advisory Services, LLC held 118,826 MA 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 118,826 shares
    Change vs previous 13F +10,206 shares

    0.13% of the 13F portfolio, value $61,028,952.

    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: 30,929 shares
    • Kestra Advisory Services, LLC: 84,523 shares
    • Kestra Investment Management, LLC: 3,374 shares

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

  2. period ended2026-03-31
    13F 108,620 shares
    Change vs previous 13F -383 shares

    0.13% of the 13F portfolio, value $54,272,923.

    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: 30,687 shares
    • Kestra Advisory Services, LLC: 75,688 shares
    • Kestra Investment Management, LLC: 2,245 shares

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

  3. period ended2025-12-31
    13F 109,003 shares
    Change vs previous 13F +13,642 shares

    0.17% of the 13F portfolio, value $62,227,278.

    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: 30,951 shares
    • Kestra Advisory Services, LLC: 74,425 shares
    • Kestra Investment Management, LLC: 3,627 shares

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

  4. period ended2025-09-30
    13F 95,361 shares
    Change vs previous 13F +3,306 shares

    0.16% of the 13F portfolio, value $54,242,852.

    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: 29,547 shares
    • Kestra Advisory Services, LLC: 62,397 shares
    • Kestra Investment Management, LLC: 3,417 shares

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

  5. period ended2025-06-30
    13F/A 92,055 shares
    Change vs previous 13F -651 shares

    0.17% of the 13F portfolio, value $51,729,861.

    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: 28,706 shares
    • Kestra Advisory Services, LLC: 60,442 shares
    • Kestra Investment Management, LLC: 2,907 shares

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

  6. period ended2025-03-31
    13F/A 92,706 shares
    Change vs previous 13F -2,046 shares

    0.17% of the 13F portfolio, value $50,814,013.

    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: 26,074 shares
    • Kestra Advisory Services, LLC: 64,191 shares
    • Kestra Investment Management, LLC: 2,441 shares

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

  7. period ended2024-12-31
    13F 94,752 shares
    Change vs previous 13F -1,577 shares

    0.19% of the 13F portfolio, value $49,893,787.

    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: 24,981 shares
    • Kestra Advisory Services, LLC: 68,094 shares
    • Kestra Investment Management, LLC: 1,677 shares

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

  8. period ended2024-09-30
    13F 96,329 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $47,575,308.

    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: 27,698 shares
    • Kestra Advisory Services, LLC: 66,822 shares
    • Kestra Investment Management, LLC: 1,809 shares

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