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Kestra Advisory Services, LLC: MWA position timeline

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

Kestra Advisory Services, LLC held 37,583 MWA 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 37,583 shares
    Change vs previous 13F +987 shares

    <0.01% of the 13F portfolio, value $970,758.

    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 36,596 shares
    Change vs previous 13F -6,405 shares

    <0.01% of the 13F portfolio, value $1,006,017.

    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 43,001 shares
    Change vs previous 13F -848 shares

    <0.01% of the 13F portfolio, value $1,024,277.

    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 43,849 shares
    Change vs previous 13F -3,753 shares

    0.01% of the 13F portfolio, value $1,119,020.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F/A 47,602 shares
    Change vs previous 13F +7,706 shares

    0.01% of the 13F portfolio, value $1,144,345.

    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: 47,602 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 39,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,014,157.

    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: 39,434 shares
    • Kestra Investment Management, LLC: 462 shares

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