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Kestra Advisory Services, LLC: MUNI position timeline

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

Kestra Advisory Services, LLC held 382,132 MUNI 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 382,132 shares
    Change vs previous 13F +66,122 shares

    0.04% of the 13F portfolio, value $20,100,100.

    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: 16,576 shares
    • Kestra Advisory Services, LLC: 141,063 shares
    • Kestra Investment Management, LLC: 224,493 shares

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

  2. period ended2026-03-31
    13F 316,010 shares
    Change vs previous 13F -34,077 shares

    0.04% of the 13F portfolio, value $16,492,583.

    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: 16,026 shares
    • Kestra Advisory Services, LLC: 111,098 shares
    • Kestra Investment Management, LLC: 188,886 shares

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

  3. period ended2025-12-31
    13F 350,087 shares
    Change vs previous 13F +89,343 shares

    0.05% of the 13F portfolio, value $18,348,096.

    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: 15,931 shares
    • Kestra Advisory Services, LLC: 106,237 shares
    • Kestra Investment Management, LLC: 227,919 shares

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

  4. period ended2025-09-30
    13F 260,744 shares
    Change vs previous 13F +16,338 shares

    0.04% of the 13F portfolio, value $13,631,645.

    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: 22,909 shares
    • Kestra Advisory Services, LLC: 60,941 shares
    • Kestra Investment Management, LLC: 176,894 shares

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

  5. period ended2025-06-30
    13F/A 244,406 shares
    Change vs previous 13F -134,839 shares

    0.04% of the 13F portfolio, value $12,552,728.

    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: 22,125 shares
    • Kestra Advisory Services, LLC: 51,404 shares
    • Kestra Investment Management, LLC: 170,877 shares

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

  6. period ended2025-03-31
    13F/A 379,245 shares
    Change vs previous 13F +156,105 shares

    0.07% of the 13F portfolio, value $19,550,080.

    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: 21,904 shares
    • Kestra Advisory Services, LLC: 50,395 shares
    • Kestra Investment Management, LLC: 306,946 shares

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

  7. period ended2024-12-31
    13F 223,140 shares
    Change vs previous 13F +2,407 shares

    0.06% of the 13F portfolio, value $11,543,051.

    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: 46,375 shares
    • Kestra Investment Management, LLC: 176,765 shares

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

  8. period ended2024-09-30
    13F 220,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $11,694,439.

    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: 0 shares
    • Kestra Advisory Services, LLC: 46,045 shares
    • Kestra Investment Management, LLC: 174,688 shares

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