Kestra Advisory Services, LLC: NEM position timeline

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

Kestra Advisory Services, LLC held 139,239 NEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 139,239 shares
Change vs previous 13F +48,192 shares
0.03% of the 13F portfolio, value $13,004,940.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,202 shares
- Kestra Advisory Services, LLC: 96,034 shares
- Kestra Investment Management, LLC: 10,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 91,047 shares
Change vs previous 13F +4,930 shares
0.03% of the 13F portfolio, value $9,855,788.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,527 shares
- Kestra Advisory Services, LLC: 55,520 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 86,117 shares
Change vs previous 13F -6,070 shares
0.03% of the 13F portfolio, value $8,598,713.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,281 shares
- Kestra Advisory Services, LLC: 41,836 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 92,187 shares
Change vs previous 13F -17,807 shares
0.03% of the 13F portfolio, value $7,772,313.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,630 shares
- Kestra Advisory Services, LLC: 47,557 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 109,994 shares
Change vs previous 13F -2,940 shares
0.02% of the 13F portfolio, value $6,408,273.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 46,252 shares
- Kestra Advisory Services, LLC: 63,742 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 112,934 shares
Change vs previous 13F +5,955 shares
0.02% of the 13F portfolio, value $5,452,454.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,938 shares
- Kestra Advisory Services, LLC: 63,996 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 106,979 shares
Change vs previous 13F -3,505 shares
0.01% of the 13F portfolio, value $3,981,763.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 40,429 shares
- Kestra Advisory Services, LLC: 65,407 shares
- Kestra Investment Management, LLC: 1,143 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 110,484 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $5,905,343.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,504 shares
- Kestra Advisory Services, LLC: 71,980 shares
Acceptance time not in the bulk data set (spec §4.2).