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Kestra Advisory Services, LLC: MBB position timeline

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

Kestra Advisory Services, LLC held 514,801 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,801 shares
    Change vs previous 13F -149,275 shares

    0.11% of the 13F portfolio, value $48,659,078.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,625 shares
    • Kestra Advisory Services, LLC: 104,693 shares
    • Kestra Investment Management, LLC: 395,483 shares

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

  2. period ended2026-03-31
    13F 664,076 shares
    Change vs previous 13F -99,518 shares

    0.16% of the 13F portfolio, value $63,053,975.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,510 shares
    • Kestra Advisory Services, LLC: 105,763 shares
    • Kestra Investment Management, LLC: 544,803 shares

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

  3. period ended2025-12-31
    13F 763,594 shares
    Change vs previous 13F +49,642 shares

    0.2% of the 13F portfolio, value $72,709,475.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,831 shares
    • Kestra Advisory Services, LLC: 158,173 shares
    • Kestra Investment Management, LLC: 593,590 shares

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

  4. period ended2025-09-30
    13F 713,952 shares
    Change vs previous 13F +55,800 shares

    0.2% of the 13F portfolio, value $67,932,614.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,387 shares
    • Kestra Advisory Services, LLC: 152,678 shares
    • Kestra Investment Management, LLC: 550,887 shares

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

  5. period ended2025-06-30
    13F/A 658,152 shares
    Change vs previous 13F +30,600 shares

    0.2% of the 13F portfolio, value $61,793,956.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,896 shares
    • Kestra Advisory Services, LLC: 165,355 shares
    • Kestra Investment Management, LLC: 479,901 shares

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

  6. period ended2025-03-31
    13F/A 627,552 shares
    Change vs previous 13F +148,435 shares

    0.2% of the 13F portfolio, value $58,851,827.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,020 shares
    • Kestra Advisory Services, LLC: 161,321 shares
    • Kestra Investment Management, LLC: 444,211 shares

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

  7. period ended2024-12-31
    13F 479,117 shares
    Change vs previous 13F +47,862 shares

    0.16% of the 13F portfolio, value $43,925,355.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,819 shares
    • Kestra Advisory Services, LLC: 176,542 shares
    • Kestra Investment Management, LLC: 270,756 shares

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

  8. period ended2024-09-30
    13F 431,255 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $41,318,503.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,554 shares
    • Kestra Advisory Services, LLC: 149,338 shares
    • Kestra Investment Management, LLC: 249,363 shares

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