Skip to content
Disclosery

Kestra Advisory Services, LLC: SMIN position timeline

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

Kestra Advisory Services, LLC held 5,962 SMIN 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 5,962 shares
    Change vs previous 13F -1,208 shares

    <0.01% of the 13F portfolio, value $421,680.

    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 7,170 shares
    Change vs previous 13F -25,031 shares

    <0.01% of the 13F portfolio, value $429,923.

    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: 0 shares
    • Kestra Advisory Services, LLC: 7,170 shares

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

  3. period ended2025-12-31
    13F 32,201 shares
    Change vs previous 13F -4,212 shares

    0.01% of the 13F portfolio, value $2,251,180.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,599 shares
    • Kestra Advisory Services, LLC: 8,602 shares

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

  4. period ended2025-09-30
    13F 36,413 shares
    Change vs previous 13F -5,306 shares

    0.01% of the 13F portfolio, value $2,611,524.

    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: 25,554 shares
    • Kestra Advisory Services, LLC: 10,859 shares

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

  5. period ended2025-06-30
    13F 41,719 shares
    Change vs previous 13F +21,703 shares

    0.01% of the 13F portfolio, value $3,219,887.

    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: 24,183 shares
    • Kestra Advisory Services, LLC: 17,536 shares

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

  6. period ended2025-03-31
    13F 20,016 shares
    Change vs previous 13F -1,843 shares

    0.01% of the 13F portfolio, value $1,362,889.

    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 21,859 shares
    Change vs previous 13F +1,802 shares

    0.01% of the 13F portfolio, value $1,671,121.

    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 20,057 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,724,886.

    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).