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Kestra Advisory Services, LLC: SMMD position timeline

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

Kestra Advisory Services, LLC held 29,891 SMMD 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 29,891 shares
    Change vs previous 13F +8,653 shares

    0.01% of the 13F portfolio, value $2,738,914.

    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 21,238 shares
    Change vs previous 13F +1,491 shares

    0.01% of the 13F portfolio, value $1,621,495.

    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 19,747 shares
    Change vs previous 13F +733 shares

    0.01% of the 13F portfolio, value $1,479,829.

    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 19,014 shares
    Change vs previous 13F +4,637 shares

    0.01% of the 13F portfolio, value $1,401,925.

    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 14,377 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $974,447.

    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/A 14,407 shares
    Change vs previous 13F -561,477 shares

    <0.01% of the 13F portfolio, value $901,014.

    13F-HR 0001830819-25-000006 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: 14,407 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 575,884 shares
    Change vs previous 13F +225,334 shares

    0.15% of the 13F portfolio, value $39,160,115.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,292 shares
    • Kestra Advisory Services, LLC: 17,823 shares
    • Kestra Investment Management, LLC: 549,769 shares

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

  8. period ended2024-09-30
    13F 350,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $23,742,719.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,162 shares
    • Kestra Advisory Services, LLC: 16,133 shares
    • Kestra Investment Management, LLC: 330,255 shares

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