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Kestra Advisory Services, LLC: MC position timeline

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

Kestra Advisory Services, LLC held 16,421 MC 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 16,421 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $1,074,243.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,419 shares
    • Kestra Investment Management, LLC: 8,002 shares

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

  2. period ended2026-03-31
    13F 16,487 shares
    Change vs previous 13F +8,794 shares

    0.01% of the 13F portfolio, value $939,782.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,503 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 7,984 shares

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

  3. period ended2025-12-31
    13F 7,693 shares
    Change vs previous 13F +1,962 shares

    <0.01% of the 13F portfolio, value $528,786.

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

    • Kestra Advisory Services, LLC: 2,136 shares
    • Kestra Investment Management, LLC: 5,557 shares

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

  4. period ended2025-09-30
    13F 5,731 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $408,735.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, 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/A 5,862 shares
    Change vs previous 13F +4,399 shares

    0.01% of the 13F portfolio, value $365,320.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, 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/A 1,463 shares
    Change vs previous 13F -5,695 shares

    <0.01% of the 13F portfolio, value $85,381.

    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: 0 shares
    • Kestra Investment Management, LLC: 1,463 shares

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

  7. period ended2024-12-31
    13F 7,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $528,833.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,187 shares
    • Kestra Investment Management, LLC: 1,971 shares

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