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Kestra Advisory Services, LLC: SCMB position timeline

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

Kestra Advisory Services, LLC held 38,322 SCMB 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 38,322 shares
    Change vs previous 13F -2,131 shares

    <0.01% of the 13F portfolio, value $989,462.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 38,322 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 40,453 shares
    Change vs previous 13F +9,171 shares

    <0.01% of the 13F portfolio, value $1,030,754.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 31,893 shares
    • Kestra Investment Management, LLC: 8,560 shares

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

  3. period ended2025-12-31
    13F 31,282 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $805,825.

    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 30,690 shares
    Change vs previous 13F -1,214 shares

    <0.01% of the 13F portfolio, value $785,961.

    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 31,904 shares
    Change vs previous 13F +2,202 shares

    <0.01% of the 13F portfolio, value $803,345.

    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 29,702 shares
    Change vs previous 13F +5,987 shares

    <0.01% of the 13F portfolio, value $753,540.

    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 23,715 shares
    Change vs previous 13F +14,427 shares

    <0.01% of the 13F portfolio, value $609,001.

    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).

  8. period ended2024-09-30
    13F 9,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $487,902.

    13F-HR 0001830819-24-000009 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).