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Kestra Advisory Services, LLC: SMAY position timeline

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

Kestra Advisory Services, LLC held 38,093 SMAY 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 38,093 shares
    Change vs previous 13F +1,976 shares

    <0.01% of the 13F portfolio, value $1,081,079.

    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 36,117 shares
    Change vs previous 13F +11,393 shares

    <0.01% of the 13F portfolio, value $950,199.

    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 24,724 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $641,998.

    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 25,140 shares
    Change vs previous 13F -3,839 shares

    <0.01% of the 13F portfolio, value $636,671.

    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 28,979 shares
    Change vs previous 13F +3,179 shares

    <0.01% of the 13F portfolio, value $694,627.

    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 25,800 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $605,010.

    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 28,800 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $713,952.

    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 28,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $697,615.

    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).