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Kestra Advisory Services, LLC: MTDR position timeline

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

Kestra Advisory Services, LLC held 8,105 MTDR 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 8,105 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $403,446.

    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 8,720 shares
    Change vs previous 13F +2,184 shares

    <0.01% of the 13F portfolio, value $550,944.

    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 6,536 shares
    Change vs previous 13F -57,759 shares

    <0.01% of the 13F portfolio, value $277,367.

    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 64,295 shares
    Change vs previous 13F +5,249 shares

    0.01% of the 13F portfolio, value $2,888,771.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 64,295 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 59,046 shares
    Change vs previous 13F +4,573 shares

    0.01% of the 13F portfolio, value $2,817,660.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 58,529 shares
    • Kestra Investment Management, LLC: 517 shares

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

  6. period ended2025-03-31
    13F/A 54,473 shares
    Change vs previous 13F +4,453 shares

    0.01% of the 13F portfolio, value $2,783,026.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 54,314 shares
    • Kestra Investment Management, LLC: 159 shares

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

  7. period ended2024-12-31
    13F 50,020 shares
    Change vs previous 13F +6,026 shares

    0.02% of the 13F portfolio, value $2,814,125.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 43,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,174,160.

    13F-HR 0001830819-24-000009 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).