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Kestra Advisory Services, LLC: MFSI position timeline

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

Kestra Advisory Services, LLC held 1,187,275 MFSI 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 1,187,275 shares
    Change vs previous 13F +96,293 shares

    0.42% of the 13F portfolio, value $38,562,685.

    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: 1,187,275 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 1,090,982 shares
    Change vs previous 13F +55,234 shares

    0.09% of the 13F portfolio, value $32,423,975.

    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: 1,049,543 shares
    • Kestra Advisory Services, LLC: 41,439 shares

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

  3. period ended2025-12-31
    13F 1,035,748 shares
    Change vs previous 13F +59,459 shares

    0.1% of the 13F portfolio, value $31,538,529.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,005,457 shares
    • Kestra Advisory Services, LLC: 30,291 shares

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

  4. period ended2025-09-30
    13F 976,289 shares
    Change vs previous 13F +1,570 shares

    0.1% of the 13F portfolio, value $28,839,583.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 956,217 shares
    • Kestra Advisory Services, LLC: 20,072 shares

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

  5. period ended2025-06-30
    13F 974,719 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $27,730,755.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 965,894 shares
    • Kestra Advisory Services, LLC: 8,825 shares

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