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Kestra Advisory Services, LLC: PMM position timeline

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

Kestra Advisory Services, LLC held 38,868 PMM 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 38,868 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $254,197.

    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 39,476 shares
    Change vs previous 13F +4,624 shares

    <0.01% of the 13F portfolio, value $242,776.

    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 34,852 shares
    Change vs previous 13F -21,871 shares

    <0.01% of the 13F portfolio, value $218,519.

    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: 34,852 shares

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

  4. period ended2025-09-30
    13F 56,723 shares
    Change vs previous 13F +3,842 shares

    <0.01% of the 13F portfolio, value $342,605.

    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: 12,246 shares
    • Kestra Advisory Services, LLC: 44,477 shares

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

  5. period ended2025-06-30
    13F 52,881 shares
    Change vs previous 13F +6,970 shares

    <0.01% of the 13F portfolio, value $316,226.

    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: 12,246 shares
    • Kestra Advisory Services, LLC: 40,635 shares

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

  6. period ended2025-03-31
    13F 45,911 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $281,434.

    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: 12,246 shares
    • Kestra Advisory Services, LLC: 33,665 shares

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

  7. period ended2024-12-31
    13F 45,461 shares
    Change vs previous 13F +15,194 shares

    <0.01% of the 13F portfolio, value $271,403.

    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: 12,246 shares
    • Kestra Advisory Services, LLC: 33,215 shares

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

  8. period ended2024-09-30
    13F 30,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,035.

    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: 12,246 shares
    • Kestra Advisory Services, LLC: 18,021 shares

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