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Kestra Advisory Services, LLC: MDB position timeline

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

Kestra Advisory Services, LLC held 5,414 MDB 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 5,414 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $1,818,408.

    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: 635 shares
    • Kestra Advisory Services, LLC: 971 shares
    • Kestra Investment Management, LLC: 3,808 shares

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

  2. period ended2026-03-31
    13F 5,646 shares
    Change vs previous 13F -622 shares

    <0.01% of the 13F portfolio, value $1,381,859.

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

    • Kestra Advisory Services, LLC: 1,214 shares
    • Kestra Investment Management, LLC: 4,432 shares

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

  3. period ended2025-12-31
    13F 6,268 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $2,630,424.

    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: 1,582 shares
    • Kestra Investment Management, LLC: 4,686 shares

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

  4. period ended2025-09-30
    13F 5,739 shares
    Change vs previous 13F +2,873 shares

    0.01% of the 13F portfolio, value $1,781,271.

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

    • Kestra Advisory Services, LLC: 1,145 shares
    • Kestra Investment Management, LLC: 4,594 shares

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

  5. period ended2025-06-30
    13F 2,866 shares
    Change vs previous 13F +580 shares

    <0.01% of the 13F portfolio, value $601,831.

    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/A 2,286 shares
    Change vs previous 13F +684 shares

    <0.01% of the 13F portfolio, value $400,964.

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

    • Kestra Advisory Services, LLC: 2,286 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,602 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $372,962.

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

    • Kestra Advisory Services, LLC: 1,600 shares
    • Kestra Investment Management, LLC: 2 shares

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

  8. period ended2024-09-30
    13F 1,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $494,741.

    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).