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Kestra Advisory Services, LLC: MSM position timeline

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

Kestra Advisory Services, LLC held 2,411 MSM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,411 shares
    Change vs previous 13F -387 shares

    0.01% of the 13F portfolio, value $286,788.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, 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 2,798 shares
    Change vs previous 13F -469 shares

    <0.01% of the 13F portfolio, value $258,172.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 2,798 shares

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

  3. period ended2025-12-31
    13F 3,267 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $274,716.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 568 shares
    • Kestra Investment Management, LLC: 2,699 shares

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

  4. period ended2025-09-30
    13F 3,211 shares
    Change vs previous 13F -594 shares

    0.01% of the 13F portfolio, value $295,862.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, 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/A 3,805 shares
    Change vs previous 13F -8,497 shares

    0.01% of the 13F portfolio, value $323,501.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 3,805 shares

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

  6. period ended2025-03-31
    13F/A 12,302 shares
    Change vs previous 13F +6,470 shares

    <0.01% of the 13F portfolio, value $955,497.

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

    • Kestra Advisory Services, LLC: 713 shares
    • Kestra Investment Management, LLC: 11,589 shares

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

  7. period ended2024-12-31
    13F 5,832 shares
    Change vs previous 13F +1,572 shares

    0.02% of the 13F portfolio, value $435,592.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, 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 4,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $366,616.

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

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