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Kestra Advisory Services, LLC: MSIF position timeline

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

Kestra Advisory Services, LLC held 24,973 MSIF 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 24,973 shares
    Change vs previous 13F -7,463 shares

    <0.01% of the 13F portfolio, value $288,943.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 32,436 shares
    Change vs previous 13F +5,897 shares

    <0.01% of the 13F portfolio, value $395,068.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 26,539 shares
    Change vs previous 13F -16,376 shares

    <0.01% of the 13F portfolio, value $348,718.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 42,915 shares
    Change vs previous 13F -12,049 shares

    <0.01% of the 13F portfolio, value $563,472.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 54,964 shares
    Change vs previous 13F -4,767 shares

    <0.01% of the 13F portfolio, value $903,605.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 59,731 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,005,273.

    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).