Skip to content
Disclosery

Kestra Advisory Services, LLC: MTN position timeline

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

Kestra Advisory Services, LLC held 4,306 MTN 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 4,306 shares
    Change vs previous 13F -10,160 shares

    <0.01% of the 13F portfolio, value $586,217.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,306 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 14,466 shares
    Change vs previous 13F +2,951 shares

    0.01% of the 13F portfolio, value $1,856,297.

    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: 3,278 shares
    • Kestra Investment Management, LLC: 11,188 shares

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

  3. period ended2025-12-31
    13F 11,515 shares
    Change vs previous 13F +4,131 shares

    0.01% of the 13F portfolio, value $1,529,155.

    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: 2,840 shares
    • Kestra Investment Management, LLC: 8,675 shares

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

  4. period ended2025-09-30
    13F 7,384 shares
    Change vs previous 13F +393 shares

    0.03% of the 13F portfolio, value $1,104,425.

    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 6,991 shares
    Change vs previous 13F -2,500 shares

    0.03% of the 13F portfolio, value $1,098,496.

    13F-HR/A 0001962449-25-000005 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).

  6. period ended2025-03-31
    13F/A 9,491 shares
    Change vs previous 13F +1,897 shares

    0.05% of the 13F portfolio, value $1,518,750.

    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: 0 shares
    • Kestra Investment Management, LLC: 9,491 shares

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

  7. period ended2024-12-31
    13F 7,594 shares
    Change vs previous 13F +5,369 shares

    0.01% of the 13F portfolio, value $1,423,496.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,377 shares
    • Kestra Investment Management, LLC: 5,217 shares

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

  8. period ended2024-09-30
    13F 2,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $387,796.

    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).