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Kestra Advisory Services, LLC: RMD position timeline

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

Kestra Advisory Services, LLC held 6,921 RMD 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 6,921 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $1,348,929.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,819 shares
    • Kestra Advisory Services, LLC: 2,102 shares

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

  2. period ended2026-03-31
    13F 7,010 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $1,573,554.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,733 shares
    • Kestra Advisory Services, LLC: 2,277 shares

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

  3. period ended2025-12-31
    13F 6,468 shares
    Change vs previous 13F -1,160 shares

    <0.01% of the 13F portfolio, value $1,558,034.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,797 shares
    • Kestra Advisory Services, LLC: 1,671 shares

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

  4. period ended2025-09-30
    13F 7,628 shares
    Change vs previous 13F -3,172 shares

    0.01% of the 13F portfolio, value $2,088,078.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,911 shares
    • Kestra Advisory Services, LLC: 1,717 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 10,800 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $2,786,330.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,666 shares
    • Kestra Advisory Services, LLC: 2,131 shares
    • Kestra Investment Management, LLC: 3 shares

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

  6. period ended2025-03-31
    13F 10,438 shares
    Change vs previous 13F -3,244 shares

    0.01% of the 13F portfolio, value $2,336,546.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,944 shares
    • Kestra Advisory Services, LLC: 2,494 shares

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

  7. period ended2024-12-31
    13F 13,682 shares
    Change vs previous 13F +4,820 shares

    0.01% of the 13F portfolio, value $3,128,937.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,743 shares
    • Kestra Advisory Services, LLC: 4,939 shares

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

  8. period ended2024-09-30
    13F 8,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,163,433.

    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: 4,041 shares
    • Kestra Advisory Services, LLC: 4,821 shares

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