Skip to content
Disclosery

Kestra Advisory Services, LLC: SEPM position timeline

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

Kestra Advisory Services, LLC held 20,143 SEPM 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 20,143 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $661,258.

    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 20,235 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $640,608.

    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 20,235 shares
    Change vs previous 13F +5,174 shares

    <0.01% of the 13F portfolio, value $643,596.

    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 15,061 shares
    Change vs previous 13F +800 shares

    <0.01% of the 13F portfolio, value $473,367.

    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 14,261 shares
    Change vs previous 13F -1,470 shares

    <0.01% of the 13F portfolio, value $439,055.

    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 15,731 shares
    Change vs previous 13F -1,575 shares

    <0.01% of the 13F portfolio, value $467,829.

    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 17,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,286.

    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).