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Kestra Advisory Services, LLC: MINT position timeline

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

Kestra Advisory Services, LLC held 164,714 MINT 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 164,714 shares
    Change vs previous 13F +58,824 shares

    0.04% of the 13F portfolio, value $16,604,762.

    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: 24,938 shares
    • Kestra Advisory Services, LLC: 139,776 shares

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

  2. period ended2026-03-31
    13F 105,890 shares
    Change vs previous 13F +24,774 shares

    0.03% of the 13F portfolio, value $10,649,325.

    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: 21,244 shares
    • Kestra Advisory Services, LLC: 84,646 shares

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

  3. period ended2025-12-31
    13F 81,116 shares
    Change vs previous 13F +9,578 shares

    0.03% of the 13F portfolio, value $8,139,190.

    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: 22,738 shares
    • Kestra Advisory Services, LLC: 58,378 shares

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

  4. period ended2025-09-30
    13F 71,538 shares
    Change vs previous 13F -3,477 shares

    0.02% of the 13F portfolio, value $7,203,100.

    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: 24,050 shares
    • Kestra Advisory Services, LLC: 47,488 shares

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

  5. period ended2025-06-30
    13F/A 75,015 shares
    Change vs previous 13F +14,696 shares

    0.03% of the 13F portfolio, value $7,541,638.

    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: 33,434 shares
    • Kestra Advisory Services, LLC: 41,581 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 60,319 shares
    Change vs previous 13F +2,305 shares

    0.02% of the 13F portfolio, value $6,069,297.

    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: 17,970 shares
    • Kestra Advisory Services, LLC: 35,041 shares
    • Kestra Investment Management, LLC: 7,308 shares

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

  7. period ended2024-12-31
    13F 58,014 shares
    Change vs previous 13F +2,332 shares

    0.02% of the 13F portfolio, value $5,821,125.

    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: 15,389 shares
    • Kestra Advisory Services, LLC: 42,625 shares

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

  8. period ended2024-09-30
    13F 55,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,606,595.

    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: 8,845 shares
    • Kestra Advisory Services, LLC: 46,837 shares

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