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Kestra Advisory Services, LLC: NMAI position timeline

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

Kestra Advisory Services, LLC held 27,872 NMAI 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 27,872 shares
    Change vs previous 13F -2,860 shares

    <0.01% of the 13F portfolio, value $394,946.

    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: 11,314 shares
    • Kestra Advisory Services, LLC: 16,558 shares

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

  2. period ended2026-03-31
    13F 30,732 shares
    Change vs previous 13F +25,491 shares

    <0.01% of the 13F portfolio, value $381,077.

    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: 13,604 shares
    • Kestra Advisory Services, LLC: 17,128 shares

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

  3. period ended2025-12-31
    13F 5,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $68,343.

    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).