Skip to content
Disclosery

Kestra Advisory Services, LLC: OCTM position timeline

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

Kestra Advisory Services, LLC held 54,694 OCTM 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 54,694 shares
    Change vs previous 13F -16,246 shares

    0.01% of the 13F portfolio, value $1,837,702.

    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 70,940 shares
    Change vs previous 13F -153 shares

    0.01% of the 13F portfolio, value $2,307,678.

    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 71,093 shares
    Change vs previous 13F +20,998 shares

    0.01% of the 13F portfolio, value $2,321,592.

    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 50,095 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,612,057.

    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 50,095 shares
    Change vs previous 13F -36,070 shares

    0.01% of the 13F portfolio, value $1,574,280.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 86,165 shares
    Change vs previous 13F -603 shares

    0.01% of the 13F portfolio, value $2,615,788.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 86,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,647,292.

    13F-HR 0001830819-25-000002 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).