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Kestra Advisory Services, LLC: MARM position timeline

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

Kestra Advisory Services, LLC held 69,078 MARM 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 69,078 shares
    Change vs previous 13F -17,375 shares

    0.01% of the 13F portfolio, value $2,357,743.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 86,453 shares
    Change vs previous 13F +39,630 shares

    0.01% of the 13F portfolio, value $2,894,446.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 46,823 shares
    Change vs previous 13F -22,556 shares

    0.01% of the 13F portfolio, value $1,547,725.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 69,379 shares
    Change vs previous 13F -24,416 shares

    0.01% of the 13F portfolio, value $2,261,755.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 93,795 shares
    Change vs previous 13F +4,226 shares

    0.01% of the 13F portfolio, value $3,012,714.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 89,569 shares
    Change vs previous 13F -14,598 shares

    0.01% of the 13F portfolio, value $2,808,884.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 104,167 shares
    Change vs previous 13F +2,317 shares

    0.02% of the 13F portfolio, value $3,216,677.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 101,850 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,101,333.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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