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Kestra Advisory Services, LLC: MDY position timeline

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

Kestra Advisory Services, LLC held 40,924 MDY 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 40,924 shares
    Change vs previous 13F -2,254 shares

    0.07% of the 13F portfolio, value $28,783,671.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,909 shares
    • Kestra Advisory Services, LLC: 35,015 shares

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

  2. period ended2026-03-31
    13F 43,178 shares
    Change vs previous 13F +11,714 shares

    0.08% of the 13F portfolio, value $26,630,658.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,885 shares
    • Kestra Advisory Services, LLC: 37,293 shares

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

  3. period ended2025-12-31
    13F 31,464 shares
    Change vs previous 13F -8,152 shares

    0.06% of the 13F portfolio, value $18,981,783.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,345 shares
    • Kestra Advisory Services, LLC: 26,119 shares

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

  4. period ended2025-09-30
    13F 39,616 shares
    Change vs previous 13F +3,898 shares

    0.08% of the 13F portfolio, value $23,612,384.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,718 shares
    • Kestra Advisory Services, LLC: 34,898 shares

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

  5. period ended2025-06-30
    13F 35,718 shares
    Change vs previous 13F +2,333 shares

    0.07% of the 13F portfolio, value $20,233,329.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,199 shares
    • Kestra Advisory Services, LLC: 31,519 shares

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

  6. period ended2025-03-31
    13F/A 33,385 shares
    Change vs previous 13F -1,179 shares

    0.07% of the 13F portfolio, value $17,810,230.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,758 shares
    • Kestra Advisory Services, LLC: 29,627 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 34,564 shares
    Change vs previous 13F +1,804 shares

    0.07% of the 13F portfolio, value $19,686,963.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,685 shares
    • Kestra Advisory Services, LLC: 30,879 shares
    • Kestra Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 32,760 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,661,957.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,601 shares
    • Kestra Advisory Services, LLC: 29,159 shares

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