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Kestra Advisory Services, LLC: SMMV position timeline

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

Kestra Advisory Services, LLC held 28,350 SMMV 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 28,350 shares
    Change vs previous 13F -44,508 shares

    <0.01% of the 13F portfolio, value $1,305,236.

    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 72,858 shares
    Change vs previous 13F -691 shares

    0.01% of the 13F portfolio, value $3,177,848.

    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 73,549 shares
    Change vs previous 13F -3,962 shares

    0.01% of the 13F portfolio, value $3,186,861.

    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 77,511 shares
    Change vs previous 13F +62,448 shares

    0.02% of the 13F portfolio, value $3,336,849.

    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 15,063 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $632,796.

    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 14,640 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $606,828.

    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 14,780 shares
    Change vs previous 13F -15,232 shares

    <0.01% of the 13F portfolio, value $612,779.

    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 30,012 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,224,498.

    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).