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Kestra Advisory Services, LLC: SM position timeline

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

Kestra Advisory Services, LLC held 23,678 SM 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 23,678 shares
    Change vs previous 13F -92,450 shares

    <0.01% of the 13F portfolio, value $618,000.

    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: 14,665 shares
    • Kestra Investment Management, LLC: 9,013 shares

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

  2. period ended2026-03-31
    13F 116,128 shares
    Change vs previous 13F +107,536 shares

    0.01% of the 13F portfolio, value $3,620,857.

    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: 95,528 shares
    • Kestra Investment Management, LLC: 20,600 shares

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

  3. period ended2025-12-31
    13F 8,592 shares
    Change vs previous 13F -894 shares

    <0.01% of the 13F portfolio, value $160,666.

    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 9,486 shares
    Change vs previous 13F -2,324 shares

    <0.01% of the 13F portfolio, value $236,877.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 9,486 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 11,810 shares
    Change vs previous 13F +788 shares

    <0.01% of the 13F portfolio, value $291,821.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 10,829 shares
    • Kestra Investment Management, LLC: 981 shares

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

  6. period ended2025-03-31
    13F/A 11,022 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $330,110.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 10,986 shares
    • Kestra Investment Management, LLC: 36 shares

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

  7. period ended2024-12-31
    13F 10,947 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $424,306.

    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 11,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $446,106.

    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: 0 shares
    • Kestra Advisory Services, LLC: 11,161 shares

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