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Kestra Advisory Services, LLC: MSCI position timeline

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

Kestra Advisory Services, LLC held 3,274 MSCI 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 3,274 shares
    Change vs previous 13F +1,953 shares

    <0.01% of the 13F portfolio, value $1,833,842.

    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: 390 shares
    • Kestra Advisory Services, LLC: 2,884 shares

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

  2. period ended2026-03-31
    13F 1,321 shares
    Change vs previous 13F -2,609 shares

    <0.01% of the 13F portfolio, value $712,451.

    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: 399 shares
    • Kestra Advisory Services, LLC: 922 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 3,930 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $2,254,554.

    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: 774 shares
    • Kestra Advisory Services, LLC: 1,617 shares
    • Kestra Investment Management, LLC: 1,539 shares

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

  4. period ended2025-09-30
    13F 3,670 shares
    Change vs previous 13F +427 shares

    0.01% of the 13F portfolio, value $2,082,334.

    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: 482 shares
    • Kestra Advisory Services, LLC: 1,759 shares
    • Kestra Investment Management, LLC: 1,429 shares

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

  5. period ended2025-06-30
    13F/A 3,243 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $1,870,347.

    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: 518 shares
    • Kestra Advisory Services, LLC: 1,819 shares
    • Kestra Investment Management, LLC: 906 shares

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

  6. period ended2025-03-31
    13F/A 3,943 shares
    Change vs previous 13F -1,651 shares

    0.01% of the 13F portfolio, value $2,229,767.

    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: 525 shares
    • Kestra Advisory Services, LLC: 2,280 shares
    • Kestra Investment Management, LLC: 1,138 shares

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

  7. period ended2024-12-31
    13F 5,594 shares
    Change vs previous 13F -767 shares

    0.01% of the 13F portfolio, value $3,356,551.

    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: 592 shares
    • Kestra Advisory Services, LLC: 4,134 shares
    • Kestra Investment Management, LLC: 868 shares

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

  8. period ended2024-09-30
    13F 6,361 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,708,206.

    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: 414 shares
    • Kestra Advisory Services, LLC: 5,280 shares
    • Kestra Investment Management, LLC: 667 shares

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