Skip to content
Disclosery

Kestra Advisory Services, LLC: MPT position timeline

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

Kestra Advisory Services, LLC held 100,439 MPT 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 100,439 shares
    Change vs previous 13F -10,269 shares

    <0.01% of the 13F portfolio, value $464,027.

    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: 19,828 shares
    • Kestra Advisory Services, LLC: 68,585 shares
    • Kestra Investment Management, LLC: 12,026 shares

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

  2. period ended2026-03-31
    13F 110,708 shares
    Change vs previous 13F -33,240 shares

    <0.01% of the 13F portfolio, value $512,581.

    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: 21,203 shares
    • Kestra Advisory Services, LLC: 76,894 shares
    • Kestra Investment Management, LLC: 12,611 shares

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

  3. period ended2025-12-31
    13F 143,948 shares
    Change vs previous 13F -11,459 shares

    <0.01% of the 13F portfolio, value $719,738.

    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: 28,809 shares
    • Kestra Advisory Services, LLC: 70,257 shares
    • Kestra Investment Management, LLC: 44,882 shares

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

  4. period ended2025-09-30
    13F 155,407 shares
    Change vs previous 13F -52,093 shares

    <0.01% of the 13F portfolio, value $787,918.

    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: 31,047 shares
    • Kestra Advisory Services, LLC: 77,939 shares
    • Kestra Investment Management, LLC: 46,421 shares

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

  5. period ended2025-06-30
    13F/A 207,500 shares
    Change vs previous 13F +6,174 shares

    <0.01% of the 13F portfolio, value $894,325.

    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: 32,124 shares
    • Kestra Advisory Services, LLC: 108,157 shares
    • Kestra Investment Management, LLC: 67,219 shares

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

  6. period ended2025-03-31
    13F/A 201,326 shares
    Change vs previous 13F -66,020 shares

    <0.01% of the 13F portfolio, value $1,213,996.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,678 shares
    • Kestra Advisory Services, LLC: 78,207 shares
    • Kestra Investment Management, LLC: 85,441 shares

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

  7. period ended2024-12-31
    13F 267,346 shares
    Change vs previous 13F +75,761 shares

    <0.01% of the 13F portfolio, value $1,056,017.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,778 shares
    • Kestra Advisory Services, LLC: 73,807 shares
    • Kestra Investment Management, LLC: 149,761 shares

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

  8. period ended2024-09-30
    13F 191,585 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,124,022.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,618 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 150,967 shares

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