Kestra Advisory Services, LLC: MT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on MT, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 33,868 MT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 33,868 sharesChange vs previous 13F -56 shares
0.02% of the 13F portfolio, value $2,039,528.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,924 sharesChange vs previous 13F -2,187 shares
0.02% of the 13F portfolio, value $1,763,385.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,924 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,111 sharesChange vs previous 13F +2,904 shares
0.01% of the 13F portfolio, value $1,645,612.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,128 shares
- Kestra Advisory Services, LLC: 2,983 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,207 sharesChange vs previous 13F -916 shares
0.02% of the 13F portfolio, value $1,200,418.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,123 sharesChange vs previous 13F -2,665 shares
0.02% of the 13F portfolio, value $1,077,604.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,788 sharesChange vs previous 13F -878 shares
0.02% of the 13F portfolio, value $1,061,334.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,666 sharesChange vs previous 13F -2,075 shares
0.01% of the 13F portfolio, value $871,215.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,741 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,043,599.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).