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Kestra Advisory Services, LLC: MTD position timeline

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

Kestra Advisory Services, LLC held 840 MTD 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 840 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $1,073,108.

    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: 399 shares
    • Kestra Advisory Services, LLC: 441 shares

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

  2. period ended2026-03-31
    13F 803 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $1,012,743.

    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: 406 shares
    • Kestra Advisory Services, LLC: 397 shares

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

  3. period ended2025-12-31
    13F 720 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $1,003,817.

    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: 396 shares
    • Kestra Advisory Services, LLC: 324 shares

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

  4. period ended2025-09-30
    13F 1,086 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $1,333,184.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 827 shares
    • Kestra Advisory Services, LLC: 259 shares

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

  5. period ended2025-06-30
    13F/A 1,090 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $1,280,445.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 841 shares
    • Kestra Advisory Services, LLC: 249 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 1,039 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $1,226,965.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 730 shares
    • Kestra Advisory Services, LLC: 308 shares
    • Kestra Investment Management, LLC: 1 shares

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

  7. period ended2024-12-31
    13F 1,036 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $1,267,732.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 777 shares
    • Kestra Advisory Services, LLC: 247 shares
    • Kestra Investment Management, LLC: 12 shares

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

  8. period ended2024-09-30
    13F 952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,427,715.

    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: 221 shares
    • Kestra Advisory Services, LLC: 731 shares

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