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Kestra Advisory Services, LLC: MUB position timeline

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

Kestra Advisory Services, LLC held 1,122,416 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,122,416 shares
    Change vs previous 13F -289,089 shares

    0.27% of the 13F portfolio, value $120,794,370.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 120,144 shares
    • Kestra Advisory Services, LLC: 385,709 shares
    • Kestra Investment Management, LLC: 616,563 shares

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

  2. period ended2026-03-31
    13F 1,411,505 shares
    Change vs previous 13F +506,011 shares

    0.37% of the 13F portfolio, value $149,831,315.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 120,918 shares
    • Kestra Advisory Services, LLC: 373,962 shares
    • Kestra Investment Management, LLC: 916,625 shares

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

  3. period ended2025-12-31
    13F 905,494 shares
    Change vs previous 13F +95,778 shares

    0.27% of the 13F portfolio, value $96,987,444.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 115,172 shares
    • Kestra Advisory Services, LLC: 316,920 shares
    • Kestra Investment Management, LLC: 473,402 shares

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

  4. period ended2025-09-30
    13F 809,716 shares
    Change vs previous 13F +64,433 shares

    0.26% of the 13F portfolio, value $86,226,742.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 113,569 shares
    • Kestra Advisory Services, LLC: 255,422 shares
    • Kestra Investment Management, LLC: 440,725 shares

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

  5. period ended2025-06-30
    13F/A 745,283 shares
    Change vs previous 13F +141,984 shares

    0.25% of the 13F portfolio, value $77,867,142.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,756 shares
    • Kestra Advisory Services, LLC: 220,717 shares
    • Kestra Investment Management, LLC: 419,810 shares

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

  6. period ended2025-03-31
    13F/A 603,299 shares
    Change vs previous 13F -165,129 shares

    0.21% of the 13F portfolio, value $63,611,848.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,124 shares
    • Kestra Advisory Services, LLC: 203,798 shares
    • Kestra Investment Management, LLC: 356,377 shares

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

  7. period ended2024-12-31
    13F 768,428 shares
    Change vs previous 13F +114,049 shares

    0.31% of the 13F portfolio, value $81,876,003.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,594 shares
    • Kestra Advisory Services, LLC: 227,722 shares
    • Kestra Investment Management, LLC: 493,112 shares

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

  8. period ended2024-09-30
    13F 654,379 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $71,290,791.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,371 shares
    • Kestra Advisory Services, LLC: 206,274 shares
    • Kestra Investment Management, LLC: 402,734 shares

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