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Kestra Advisory Services, LLC: MLI position timeline

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

Kestra Advisory Services, LLC held 27,553 MLI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,553 shares
    Change vs previous 13F -12,446 shares

    0.01% of the 13F portfolio, value $3,387,103.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,081 shares
    • Kestra Advisory Services, LLC: 1,993 shares
    • Kestra Investment Management, LLC: 15,479 shares

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

  2. period ended2026-03-31
    13F 39,999 shares
    Change vs previous 13F +13,818 shares

    0.01% of the 13F portfolio, value $4,431,936.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,205 shares
    • Kestra Advisory Services, LLC: 4,127 shares
    • Kestra Investment Management, LLC: 21,667 shares

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

  3. period ended2025-12-31
    13F 26,181 shares
    Change vs previous 13F +9,562 shares

    0.01% of the 13F portfolio, value $3,005,541.

    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: 11,277 shares
    • Kestra Advisory Services, LLC: 1,777 shares
    • Kestra Investment Management, LLC: 13,127 shares

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

  4. period ended2025-09-30
    13F 16,619 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $1,680,417.

    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: 4,540 shares
    • Kestra Investment Management, LLC: 12,079 shares

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

  5. period ended2025-06-30
    13F/A 16,593 shares
    Change vs previous 13F +9,372 shares

    0.01% of the 13F portfolio, value $1,318,634.

    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: 4,469 shares
    • Kestra Investment Management, LLC: 12,124 shares

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

  6. period ended2025-03-31
    13F/A 7,221 shares
    Change vs previous 13F +4,176 shares

    0.02% of the 13F portfolio, value $549,807.

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

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

  7. period ended2024-12-31
    13F 3,045 shares
    Change vs previous 13F +218 shares

    0.01% of the 13F portfolio, value $241,651.

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

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

  8. period ended2024-09-30
    13F 2,827 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,481.

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

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