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Kestra Advisory Services, LLC: MEAR position timeline

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

Kestra Advisory Services, LLC held 49,029 MEAR 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 49,029 shares
    Change vs previous 13F -21,877 shares

    0.01% of the 13F portfolio, value $2,470,072.

    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: 11,308 shares
    • Kestra Advisory Services, LLC: 37,721 shares

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

  2. period ended2026-03-31
    13F 70,906 shares
    Change vs previous 13F -405,249 shares

    0.01% of the 13F portfolio, value $3,569,427.

    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: 10,050 shares
    • Kestra Advisory Services, LLC: 60,856 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 476,155 shares
    Change vs previous 13F -51,636 shares

    0.07% of the 13F portfolio, value $23,960,109.

    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: 9,352 shares
    • Kestra Advisory Services, LLC: 72,967 shares
    • Kestra Investment Management, LLC: 393,836 shares

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

  4. period ended2025-09-30
    13F 527,791 shares
    Change vs previous 13F +52,593 shares

    0.08% of the 13F portfolio, value $26,658,747.

    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: 8,870 shares
    • Kestra Advisory Services, LLC: 46,626 shares
    • Kestra Investment Management, LLC: 472,295 shares

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

  5. period ended2025-06-30
    13F/A 475,198 shares
    Change vs previous 13F -14,755 shares

    0.08% of the 13F portfolio, value $23,888,195.

    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: 5,330 shares
    • Kestra Advisory Services, LLC: 36,914 shares
    • Kestra Investment Management, LLC: 432,954 shares

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

  6. period ended2025-03-31
    13F/A 489,953 shares
    Change vs previous 13F +170,282 shares

    0.1% of the 13F portfolio, value $24,615,239.

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

    • Kestra Advisory Services, LLC: 24,853 shares
    • Kestra Investment Management, LLC: 465,100 shares

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

  7. period ended2024-12-31
    13F 319,671 shares
    Change vs previous 13F +59,057 shares

    0.08% of the 13F portfolio, value $15,967,525.

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

    • Kestra Advisory Services, LLC: 22,566 shares
    • Kestra Investment Management, LLC: 297,105 shares

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

  8. period ended2024-09-30
    13F 260,614 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,112,805.

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

    • Kestra Advisory Services, LLC: 17,807 shares
    • Kestra Investment Management, LLC: 242,807 shares

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