Skip to content
Disclosery

Kestra Advisory Services, LLC: SMIG position timeline

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

Kestra Advisory Services, LLC held 71,135 SMIG 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 71,135 shares
    Change vs previous 13F +1,139 shares

    0.03% of the 13F portfolio, value $2,333,949.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 69,996 shares
    Change vs previous 13F +1,357 shares

    0.03% of the 13F portfolio, value $2,054,388.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH 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 68,639 shares
    Change vs previous 13F +1,656 shares

    0.02% of the 13F portfolio, value $1,976,796.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH 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 66,983 shares
    Change vs previous 13F -29,156 shares

    0.03% of the 13F portfolio, value $1,984,044.

    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: 66,983 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 96,139 shares
    Change vs previous 13F +1,578 shares

    0.01% of the 13F portfolio, value $2,773,620.

    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: 61,265 shares
    • Kestra Advisory Services, LLC: 34,874 shares

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

  6. period ended2025-03-31
    13F 94,561 shares
    Change vs previous 13F +39,637 shares

    0.01% of the 13F portfolio, value $2,697,825.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,887 shares
    • Kestra Advisory Services, LLC: 34,674 shares

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

  7. period ended2024-12-31
    13F 54,924 shares
    Change vs previous 13F +34,517 shares

    0.01% of the 13F portfolio, value $1,598,288.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,204 shares
    • Kestra Advisory Services, LLC: 33,720 shares

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

  8. period ended2024-09-30
    13F 20,407 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $597,109.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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