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Kestra Advisory Services, LLC: MTB position timeline

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

Kestra Advisory Services, LLC held 15,471 MTB 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 15,471 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $3,682,316.

    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: 1,922 shares
    • Kestra Advisory Services, LLC: 13,549 shares

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

  2. period ended2026-03-31
    13F 15,482 shares
    Change vs previous 13F +1,584 shares

    0.01% of the 13F portfolio, value $3,200,477.

    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: 1,988 shares
    • Kestra Advisory Services, LLC: 13,494 shares

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

  3. period ended2025-12-31
    13F 13,898 shares
    Change vs previous 13F +2,751 shares

    0.01% of the 13F portfolio, value $2,800,227.

    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: 2,268 shares
    • Kestra Advisory Services, LLC: 11,630 shares

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

  4. period ended2025-09-30
    13F 11,147 shares
    Change vs previous 13F +1,545 shares

    0.01% of the 13F portfolio, value $2,202,798.

    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: 1,826 shares
    • Kestra Advisory Services, LLC: 9,321 shares

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

  5. period ended2025-06-30
    13F 9,602 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,862,678.

    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: 1,845 shares
    • Kestra Advisory Services, LLC: 7,757 shares

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

  6. period ended2025-03-31
    13F 9,586 shares
    Change vs previous 13F -1,090 shares

    0.01% of the 13F portfolio, value $1,713,497.

    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: 1,699 shares
    • Kestra Advisory Services, LLC: 7,887 shares

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

  7. period ended2024-12-31
    13F 10,676 shares
    Change vs previous 13F +1,162 shares

    0.01% of the 13F portfolio, value $2,007,195.

    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: 2,454 shares
    • Kestra Advisory Services, LLC: 8,222 shares

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

  8. period ended2024-09-30
    13F 9,514 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,694,682.

    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: 1,415 shares
    • Kestra Advisory Services, LLC: 8,099 shares

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