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Kestra Advisory Services, LLC: SMLF position timeline

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

Kestra Advisory Services, LLC held 103,572 SMLF 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 103,572 shares
    Change vs previous 13F +24,112 shares

    0.02% of the 13F portfolio, value $9,232,397.

    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: 10,893 shares
    • Kestra Advisory Services, LLC: 92,679 shares

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

  2. period ended2026-03-31
    13F 79,460 shares
    Change vs previous 13F +20,893 shares

    0.02% of the 13F portfolio, value $5,998,466.

    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 58,567 shares
    Change vs previous 13F +3,181 shares

    0.02% of the 13F portfolio, value $4,385,527.

    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 55,386 shares
    Change vs previous 13F +13,984 shares

    0.02% of the 13F portfolio, value $4,117,924.

    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 41,402 shares
    Change vs previous 13F +7,806 shares

    0.01% of the 13F portfolio, value $2,813,235.

    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 33,596 shares
    Change vs previous 13F +11,988 shares

    0.01% of the 13F portfolio, value $2,088,327.

    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 21,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,458,540.

    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).