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Kestra Advisory Services, LLC: MU position timeline

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

Kestra Advisory Services, LLC held 280,768 MU 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 280,768 shares
    Change vs previous 13F -41,258 shares

    0.72% of the 13F portfolio, value $324,086,636.

    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: 84,889 shares
    • Kestra Advisory Services, LLC: 187,408 shares
    • Kestra Investment Management, LLC: 8,471 shares

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

  2. period ended2026-03-31
    13F 322,026 shares
    Change vs previous 13F +22,387 shares

    0.27% of the 13F portfolio, value $108,793,529.

    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: 91,948 shares
    • Kestra Advisory Services, LLC: 211,175 shares
    • Kestra Investment Management, LLC: 18,903 shares

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

  3. period ended2025-12-31
    13F 299,639 shares
    Change vs previous 13F +41,983 shares

    0.24% of the 13F portfolio, value $85,519,785.

    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: 94,775 shares
    • Kestra Advisory Services, LLC: 194,047 shares
    • Kestra Investment Management, LLC: 10,817 shares

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

  4. period ended2025-09-30
    13F 257,656 shares
    Change vs previous 13F +17,938 shares

    0.15% of the 13F portfolio, value $43,111,003.

    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: 88,630 shares
    • Kestra Advisory Services, LLC: 169,026 shares

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

  5. period ended2025-06-30
    13F/A 239,718 shares
    Change vs previous 13F +5,106 shares

    0.11% of the 13F portfolio, value $29,545,293.

    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: 78,976 shares
    • Kestra Advisory Services, LLC: 160,742 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 234,612 shares
    Change vs previous 13F +8,103 shares

    0.07% of the 13F portfolio, value $20,385,437.

    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: 75,975 shares
    • Kestra Advisory Services, LLC: 158,418 shares
    • Kestra Investment Management, LLC: 219 shares

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

  7. period ended2024-12-31
    13F 226,509 shares
    Change vs previous 13F +25,939 shares

    0.07% of the 13F portfolio, value $19,063,019.

    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: 71,716 shares
    • Kestra Advisory Services, LLC: 154,380 shares
    • Kestra Investment Management, LLC: 413 shares

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

  8. period ended2024-09-30
    13F 200,570 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $20,801,113.

    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: 66,438 shares
    • Kestra Advisory Services, LLC: 130,873 shares
    • Kestra Investment Management, LLC: 3,259 shares

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