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Kestra Advisory Services, LLC: MARW position timeline

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

Kestra Advisory Services, LLC held 119,401 MARW 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 119,401 shares
    Change vs previous 13F -18,027 shares

    0.01% of the 13F portfolio, value $4,311,540.

    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 137,428 shares
    Change vs previous 13F +40,409 shares

    0.02% of the 13F portfolio, value $4,684,921.

    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 97,019 shares
    Change vs previous 13F +14,389 shares

    0.01% of the 13F portfolio, value $3,331,924.

    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 82,630 shares
    Change vs previous 13F -8,723 shares

    0.01% of the 13F portfolio, value $2,777,178.

    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 91,353 shares
    Change vs previous 13F +14,406 shares

    0.01% of the 13F portfolio, value $2,972,170.

    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 76,947 shares
    Change vs previous 13F +2,744 shares

    0.01% of the 13F portfolio, value $2,384,487.

    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 74,203 shares
    Change vs previous 13F -7,739 shares

    0.01% of the 13F portfolio, value $2,304,003.

    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 81,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,494,314.

    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).