Kestra Advisory Services, LLC: MGV position timeline

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

Kestra Advisory Services, LLC held 451,202 MGV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 451,202 shares
Change vs previous 13F +66,005 shares
0.18% of the 13F portfolio, value $73,748,891.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,084 shares
- Kestra Advisory Services, LLC: 403,118 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 385,197 shares
Change vs previous 13F +31,550 shares
0.16% of the 13F portfolio, value $55,834,432.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,396 shares
- Kestra Advisory Services, LLC: 374,801 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 353,647 shares
Change vs previous 13F +9,041 shares
0.15% of the 13F portfolio, value $49,920,919.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,822 shares
- Kestra Advisory Services, LLC: 341,825 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 344,606 shares
Change vs previous 13F +7,110 shares
0.16% of the 13F portfolio, value $47,466,057.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,257 shares
- Kestra Advisory Services, LLC: 331,349 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 337,496 shares
Change vs previous 13F +18,330 shares
0.16% of the 13F portfolio, value $44,279,485.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,118 shares
- Kestra Advisory Services, LLC: 326,378 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 319,166 shares
Change vs previous 13F -1,076 shares
0.15% of the 13F portfolio, value $41,121,348.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,465 shares
- Kestra Advisory Services, LLC: 308,701 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 320,242 shares
Change vs previous 13F +9,177 shares
0.15% of the 13F portfolio, value $40,001,429.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,113 shares
- Kestra Advisory Services, LLC: 309,372 shares
- Kestra Investment Management, LLC: 757 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 311,065 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $39,903,458.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,801 shares
- Kestra Advisory Services, LLC: 299,634 shares
- Kestra Investment Management, LLC: 1,630 shares
Acceptance time not in the bulk data set (spec §4.2).