Skip to content
Disclosery

Kestra Advisory Services, LLC: SMMU position timeline

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

Kestra Advisory Services, LLC held 31,450 SMMU 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 31,450 shares
    Change vs previous 13F +5,718 shares

    <0.01% of the 13F portfolio, value $1,588,189.

    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: 4,779 shares
    • Kestra Advisory Services, LLC: 26,671 shares

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

  2. period ended2026-03-31
    13F 25,732 shares
    Change vs previous 13F +1,367 shares

    <0.01% of the 13F portfolio, value $1,298,191.

    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: 4,770 shares
    • Kestra Advisory Services, LLC: 20,962 shares

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

  3. period ended2025-12-31
    13F 24,365 shares
    Change vs previous 13F -678 shares

    <0.01% of the 13F portfolio, value $1,228,736.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,762 shares
    • Kestra Advisory Services, LLC: 19,603 shares

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

  4. period ended2025-09-30
    13F 25,043 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $1,266,406.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,754 shares
    • Kestra Advisory Services, LLC: 20,289 shares

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

  5. period ended2025-06-30
    13F 26,075 shares
    Change vs previous 13F -1,724 shares

    <0.01% of the 13F portfolio, value $1,308,201.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,746 shares
    • Kestra Advisory Services, LLC: 21,329 shares

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

  6. period ended2025-03-31
    13F 27,799 shares
    Change vs previous 13F +1,466 shares

    0.01% of the 13F portfolio, value $1,390,506.

    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: 5,694 shares
    • Kestra Advisory Services, LLC: 22,105 shares

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

  7. period ended2024-12-31
    13F 26,333 shares
    Change vs previous 13F +5,462 shares

    0.01% of the 13F portfolio, value $1,312,437.

    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: 4,730 shares
    • Kestra Advisory Services, LLC: 21,603 shares

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

  8. period ended2024-09-30
    13F 20,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,053,981.

    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).