Kestra Advisory Services, LLC: MO position timeline

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

Kestra Advisory Services, LLC held 722,734 MO 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 722,734 shares
Change vs previous 13F -40,800 shares
0.13% of the 13F portfolio, value $52,000,698.
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: 206,324 shares
- Kestra Advisory Services, LLC: 516,410 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 763,534 shares
Change vs previous 13F +92,958 shares
0.15% of the 13F portfolio, value $50,385,590.
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: 189,087 shares
- Kestra Advisory Services, LLC: 574,447 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 670,576 shares
Change vs previous 13F +25,651 shares
0.12% of the 13F portfolio, value $38,665,395.
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: 166,309 shares
- Kestra Advisory Services, LLC: 504,267 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 644,925 shares
Change vs previous 13F -3,896 shares
0.14% of the 13F portfolio, value $42,603,745.
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: 173,562 shares
- Kestra Advisory Services, LLC: 471,363 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 648,821 shares
Change vs previous 13F +28,494 shares
0.14% of the 13F portfolio, value $38,040,402.
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: 163,980 shares
- Kestra Advisory Services, LLC: 484,841 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 620,327 shares
Change vs previous 13F -13,444 shares
0.14% of the 13F portfolio, value $37,232,027.
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: 166,975 shares
- Kestra Advisory Services, LLC: 453,352 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 633,771 shares
Change vs previous 13F -13,904 shares
0.12% of the 13F portfolio, value $33,139,885.
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: 175,653 shares
- Kestra Advisory Services, LLC: 457,347 shares
- Kestra Investment Management, LLC: 771 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 647,675 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $33,057,315.
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: 200,366 shares
- Kestra Advisory Services, LLC: 447,309 shares
Acceptance time not in the bulk data set (spec §4.2).