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Kestra Advisory Services, LLC: NMZ position timeline

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

Kestra Advisory Services, LLC held 189,986 NMZ 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 189,986 shares
    Change vs previous 13F +18,388 shares

    0.01% of the 13F portfolio, value $2,008,156.

    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 171,598 shares
    Change vs previous 13F +18,716 shares

    0.01% of the 13F portfolio, value $1,781,191.

    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 152,882 shares
    Change vs previous 13F -39,811 shares

    0.01% of the 13F portfolio, value $1,557,870.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 152,882 shares

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

  4. period ended2025-09-30
    13F 192,693 shares
    Change vs previous 13F +11,704 shares

    0.01% of the 13F portfolio, value $2,040,622.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,907 shares
    • Kestra Advisory Services, LLC: 175,786 shares

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

  5. period ended2025-06-30
    13F 180,989 shares
    Change vs previous 13F +3,832 shares

    0.01% of the 13F portfolio, value $1,876,856.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,873 shares
    • Kestra Advisory Services, LLC: 167,116 shares

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

  6. period ended2025-03-31
    13F 177,157 shares
    Change vs previous 13F +10,462 shares

    0.01% of the 13F portfolio, value $1,932,782.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,840 shares
    • Kestra Advisory Services, LLC: 163,317 shares

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

  7. period ended2024-12-31
    13F 166,695 shares
    Change vs previous 13F -12,968 shares

    0.01% of the 13F portfolio, value $1,801,973.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,820 shares
    • Kestra Advisory Services, LLC: 152,875 shares

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

  8. period ended2024-09-30
    13F 179,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,094,875.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,100 shares
    • Kestra Advisory Services, LLC: 167,563 shares

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