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Kestra Advisory Services, LLC: MP position timeline

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

Kestra Advisory Services, LLC held 93,772 MP 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 93,772 shares
    Change vs previous 13F +33,843 shares

    0.01% of the 13F portfolio, value $5,252,169.

    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: 12,539 shares
    • Kestra Advisory Services, LLC: 81,233 shares

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

  2. period ended2026-03-31
    13F 59,929 shares
    Change vs previous 13F +11,231 shares

    0.01% of the 13F portfolio, value $2,892,174.

    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: 12,915 shares
    • Kestra Advisory Services, LLC: 47,014 shares

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

  3. period ended2025-12-31
    13F 48,698 shares
    Change vs previous 13F -3,482 shares

    0.01% of the 13F portfolio, value $2,460,223.

    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: 12,232 shares
    • Kestra Advisory Services, LLC: 36,466 shares

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

  4. period ended2025-09-30
    13F 52,180 shares
    Change vs previous 13F +12,185 shares

    0.01% of the 13F portfolio, value $3,499,712.

    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: 12,020 shares
    • Kestra Advisory Services, LLC: 40,160 shares

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

  5. period ended2025-06-30
    13F 39,995 shares
    Change vs previous 13F +17,595 shares

    <0.01% of the 13F portfolio, value $1,330,633.

    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: 8,560 shares
    • Kestra Advisory Services, LLC: 31,435 shares

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

  6. period ended2025-03-31
    13F 22,400 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $546,784.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 22,038 shares
    Change vs previous 13F +3,505 shares

    <0.01% of the 13F portfolio, value $343,793.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 18,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,107.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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