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Kestra Advisory Services, LLC: SGDM position timeline

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

Kestra Advisory Services, LLC held 36,771 SGDM 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 36,771 shares
    Change vs previous 13F +9,469 shares

    0.01% of the 13F portfolio, value $2,311,832.

    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: 4,281 shares
    • Kestra Advisory Services, LLC: 32,490 shares

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

  2. period ended2026-03-31
    13F 27,302 shares
    Change vs previous 13F +11,500 shares

    0.01% of the 13F portfolio, value $2,061,032.

    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: 4,281 shares
    • Kestra Advisory Services, LLC: 23,021 shares

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

  3. period ended2025-12-31
    13F 15,802 shares
    Change vs previous 13F +7,510 shares

    <0.01% of the 13F portfolio, value $1,100,297.

    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: 4,981 shares
    • Kestra Advisory Services, LLC: 10,821 shares

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

  4. period ended2025-09-30
    13F 8,292 shares
    Change vs previous 13F +3,631 shares

    <0.01% of the 13F portfolio, value $514,100.

    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: 4,661 shares
    • Kestra Advisory Services, LLC: 3,631 shares

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

  5. period ended2025-06-30
    13F 4,661 shares
    Change vs previous 13F +3,582 shares

    <0.01% of the 13F portfolio, value $210,864.

    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: 4,661 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 1,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,937.

    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).