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Kestra Advisory Services, LLC: PM position timeline

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

Kestra Advisory Services, LLC held 382,561 PM 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 382,561 shares
    Change vs previous 13F +154,206 shares

    0.15% of the 13F portfolio, value $69,209,232.

    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: 44,377 shares
    • Kestra Advisory Services, LLC: 310,914 shares
    • Kestra Investment Management, LLC: 27,270 shares

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

  2. period ended2026-03-31
    13F 228,355 shares
    Change vs previous 13F +15,808 shares

    0.09% of the 13F portfolio, value $37,756,188.

    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: 49,012 shares
    • Kestra Advisory Services, LLC: 150,158 shares
    • Kestra Investment Management, LLC: 29,185 shares

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

  3. period ended2025-12-31
    13F 212,547 shares
    Change vs previous 13F -672 shares

    0.09% of the 13F portfolio, value $34,092,572.

    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: 44,958 shares
    • Kestra Advisory Services, LLC: 145,596 shares
    • Kestra Investment Management, LLC: 21,993 shares

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

  4. period ended2025-09-30
    13F 213,219 shares
    Change vs previous 13F +6,511 shares

    0.1% of the 13F portfolio, value $34,584,106.

    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: 49,459 shares
    • Kestra Advisory Services, LLC: 143,055 shares
    • Kestra Investment Management, LLC: 20,705 shares

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

  5. period ended2025-06-30
    13F/A 206,708 shares
    Change vs previous 13F +10,200 shares

    0.12% of the 13F portfolio, value $37,647,634.

    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: 48,437 shares
    • Kestra Advisory Services, LLC: 139,636 shares
    • Kestra Investment Management, LLC: 18,635 shares

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

  6. period ended2025-03-31
    13F/A 196,508 shares
    Change vs previous 13F +1,333 shares

    0.1% of the 13F portfolio, value $31,197,404.

    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: 42,435 shares
    • Kestra Advisory Services, LLC: 149,858 shares
    • Kestra Investment Management, LLC: 4,215 shares

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

  7. period ended2024-12-31
    13F 195,175 shares
    Change vs previous 13F -138,214 shares

    0.09% of the 13F portfolio, value $23,677,831.

    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: 43,782 shares
    • Kestra Advisory Services, LLC: 139,649 shares
    • Kestra Investment Management, LLC: 11,744 shares

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

  8. period ended2024-09-30
    13F 333,389 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $40,473,424.

    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: 36,442 shares
    • Kestra Advisory Services, LLC: 295,048 shares
    • Kestra Investment Management, LLC: 1,899 shares

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