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Kestra Advisory Services, LLC: MLM position timeline

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

Kestra Advisory Services, LLC held 5,033 MLM 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 5,033 shares
    Change vs previous 13F -687 shares

    0.01% of the 13F portfolio, value $2,902,565.

    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: 1,845 shares
    • Kestra Advisory Services, LLC: 3,188 shares

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

  2. period ended2026-03-31
    13F 5,720 shares
    Change vs previous 13F -1,853 shares

    0.01% of the 13F portfolio, value $3,367,439.

    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: 1,973 shares
    • Kestra Advisory Services, LLC: 3,747 shares

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

  3. period ended2025-12-31
    13F 7,573 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $4,715,303.

    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: 1,842 shares
    • Kestra Advisory Services, LLC: 5,731 shares

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

  4. period ended2025-09-30
    13F 6,639 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $4,184,412.

    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: 955 shares
    • Kestra Advisory Services, LLC: 5,684 shares

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

  5. period ended2025-06-30
    13F/A 6,640 shares
    Change vs previous 13F +373 shares

    0.01% of the 13F portfolio, value $3,644,859.

    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: 1,147 shares
    • Kestra Advisory Services, LLC: 5,493 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 6,267 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $2,996,442.

    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: 1,328 shares
    • Kestra Advisory Services, LLC: 4,884 shares
    • Kestra Investment Management, LLC: 55 shares

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

  7. period ended2024-12-31
    13F 3,931 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $2,030,598.

    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: 985 shares
    • Kestra Advisory Services, LLC: 2,879 shares
    • Kestra Investment Management, LLC: 67 shares

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

  8. period ended2024-09-30
    13F 4,231 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,277,521.

    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: 1,276 shares
    • Kestra Advisory Services, LLC: 2,955 shares

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