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Kestra Advisory Services, LLC: MAR position timeline

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

Kestra Advisory Services, LLC held 27,743 MAR 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 27,743 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $10,281,157.

    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: 5,425 shares
    • Kestra Advisory Services, LLC: 22,318 shares

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

  2. period ended2026-03-31
    13F 27,729 shares
    Change vs previous 13F -2,194 shares

    0.03% of the 13F portfolio, value $9,069,427.

    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: 5,576 shares
    • Kestra Advisory Services, LLC: 22,153 shares

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

  3. period ended2025-12-31
    13F 29,923 shares
    Change vs previous 13F -488 shares

    0.03% of the 13F portfolio, value $9,283,380.

    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: 5,952 shares
    • Kestra Advisory Services, LLC: 23,971 shares

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

  4. period ended2025-09-30
    13F 30,411 shares
    Change vs previous 13F -1,943 shares

    0.03% of the 13F portfolio, value $7,920,203.

    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: 6,028 shares
    • Kestra Advisory Services, LLC: 24,383 shares

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

  5. period ended2025-06-30
    13F 32,354 shares
    Change vs previous 13F -1,492 shares

    0.03% of the 13F portfolio, value $8,839,323.

    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: 6,253 shares
    • Kestra Advisory Services, LLC: 26,101 shares

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

  6. period ended2025-03-31
    13F/A 33,846 shares
    Change vs previous 13F -532 shares

    0.03% of the 13F portfolio, value $8,062,117.

    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: 7,110 shares
    • Kestra Advisory Services, LLC: 26,736 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 34,378 shares
    Change vs previous 13F +705 shares

    0.04% of the 13F portfolio, value $9,589,289.

    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: 6,462 shares
    • Kestra Advisory Services, LLC: 27,842 shares
    • Kestra Investment Management, LLC: 74 shares

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

  8. period ended2024-09-30
    13F 33,673 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,370,985.

    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: 6,318 shares
    • Kestra Advisory Services, LLC: 27,355 shares

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