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Kestra Advisory Services, LLC: OMC position timeline

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

Kestra Advisory Services, LLC held 201,768 OMC 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 201,768 shares
    Change vs previous 13F +170,644 shares

    0.03% of the 13F portfolio, value $14,694,777.

    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: 18,633 shares
    • Kestra Advisory Services, LLC: 176,599 shares
    • Kestra Investment Management, LLC: 6,536 shares

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

  2. period ended2026-03-31
    13F 31,124 shares
    Change vs previous 13F +7,086 shares

    0.01% of the 13F portfolio, value $2,357,307.

    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: 5,860 shares
    • Kestra Advisory Services, LLC: 18,175 shares
    • Kestra Investment Management, LLC: 7,089 shares

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

  3. period ended2025-12-31
    13F 24,038 shares
    Change vs previous 13F +5,953 shares

    0.01% of the 13F portfolio, value $1,941,060.

    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: 8,340 shares
    • Kestra Advisory Services, LLC: 15,698 shares

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

  4. period ended2025-09-30
    13F 18,085 shares
    Change vs previous 13F -6,954 shares

    <0.01% of the 13F portfolio, value $1,474,457.

    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: 3,982 shares
    • Kestra Advisory Services, LLC: 14,103 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 25,039 shares
    Change vs previous 13F +5,194 shares

    0.01% of the 13F portfolio, value $1,801,265.

    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: 3,890 shares
    • Kestra Advisory Services, LLC: 15,078 shares
    • Kestra Investment Management, LLC: 6,071 shares

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

  6. period ended2025-03-31
    13F/A 19,845 shares
    Change vs previous 13F -6,686 shares

    0.01% of the 13F portfolio, value $1,645,349.

    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: 3,410 shares
    • Kestra Advisory Services, LLC: 14,746 shares
    • Kestra Investment Management, LLC: 1,689 shares

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

  7. period ended2024-12-31
    13F 26,531 shares
    Change vs previous 13F -95,765 shares

    0.01% of the 13F portfolio, value $2,282,737.

    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: 5,353 shares
    • Kestra Advisory Services, LLC: 17,022 shares
    • Kestra Investment Management, LLC: 4,156 shares

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

  8. period ended2024-09-30
    13F 122,296 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,644,147.

    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: 5,017 shares
    • Kestra Advisory Services, LLC: 114,741 shares
    • Kestra Investment Management, LLC: 2,538 shares

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