Kestra Advisory Services, LLC: MSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on MSI, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 20,478 MSI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 20,478 sharesChange vs previous 13F -1,373 shares
0.02% of the 13F portfolio, value $8,504,355.
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: 5,249 shares
- Kestra Advisory Services, LLC: 15,229 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,851 sharesChange vs previous 13F -2,665 shares
0.03% of the 13F portfolio, value $9,482,926.
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: 6,052 shares
- Kestra Advisory Services, LLC: 15,799 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,516 sharesChange vs previous 13F +5,495 shares
0.03% of the 13F portfolio, value $9,397,760.
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: 4,827 shares
- Kestra Advisory Services, LLC: 14,637 shares
- Kestra Investment Management, LLC: 5,052 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,021 sharesChange vs previous 13F +4,059 shares
0.03% of the 13F portfolio, value $8,698,494.
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: 4,893 shares
- Kestra Advisory Services, LLC: 9,590 shares
- Kestra Investment Management, LLC: 4,538 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 14,962 sharesChange vs previous 13F -3,218 shares
0.02% of the 13F portfolio, value $6,290,797.
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: 2,574 shares
- Kestra Advisory Services, LLC: 8,234 shares
- Kestra Investment Management, LLC: 4,154 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 18,180 sharesChange vs previous 13F -2,322 shares
0.03% of the 13F portfolio, value $7,959,386.
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: 1,925 shares
- Kestra Advisory Services, LLC: 13,478 shares
- Kestra Investment Management, LLC: 2,777 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,502 sharesChange vs previous 13F +4,994 shares
0.04% of the 13F portfolio, value $9,492,186.
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: 2,035 shares
- Kestra Advisory Services, LLC: 14,514 shares
- Kestra Investment Management, LLC: 3,953 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,508 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $6,985,548.
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: 2,008 shares
- Kestra Advisory Services, LLC: 10,605 shares
- Kestra Investment Management, LLC: 2,895 shares
Acceptance time not in the bulk data set (spec §4.2).