Kestra Advisory Services, LLC: MKL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on MKL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 902 MKL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 902 sharesChange vs previous 13F -32 shares
<0.01% of the 13F portfolio, value $1,761,615.
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: 235 shares
- Kestra Advisory Services, LLC: 667 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 934 sharesChange vs previous 13F -22 shares
0.01% of the 13F portfolio, value $1,787,741.
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: 305 shares
- Kestra Advisory Services, LLC: 629 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 956 sharesChange vs previous 13F +144 shares
0.01% of the 13F portfolio, value $2,055,066.
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: 366 shares
- Kestra Advisory Services, LLC: 590 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 812 sharesChange vs previous 13F -20 shares
0.01% of the 13F portfolio, value $1,552,024.
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: 334 shares
- Kestra Advisory Services, LLC: 478 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 832 sharesChange vs previous 13F +38 shares
0.01% of the 13F portfolio, value $1,661,803.
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: 331 shares
- Kestra Advisory Services, LLC: 501 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 794 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $1,484,470.
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: 358 shares
- Kestra Advisory Services, LLC: 436 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 790 sharesChange vs previous 13F -94 shares
0.01% of the 13F portfolio, value $1,363,721.
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: 315 shares
- Kestra Advisory Services, LLC: 475 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 884 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,386,625.
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: 312 shares
- Kestra Advisory Services, LLC: 572 shares
Acceptance time not in the bulk data set (spec §4.2).