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Kestra Advisory Services, LLC: SMR position timeline

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

Kestra Advisory Services, LLC held 277,507 SMR 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 277,507 shares
    Change vs previous 13F +50,378 shares

    0.01% of the 13F portfolio, value $2,783,396.

    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: 120,655 shares
    • Kestra Advisory Services, LLC: 156,852 shares

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

  2. period ended2026-03-31
    13F 227,129 shares
    Change vs previous 13F +109,160 shares

    0.01% of the 13F portfolio, value $2,462,079.

    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: 112,084 shares
    • Kestra Advisory Services, LLC: 115,045 shares

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

  3. period ended2025-12-31
    13F 117,969 shares
    Change vs previous 13F -29,846 shares

    0.01% of the 13F portfolio, value $1,671,621.

    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: 60,039 shares
    • Kestra Advisory Services, LLC: 57,930 shares

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

  4. period ended2025-09-30
    13F 147,815 shares
    Change vs previous 13F +2,832 shares

    0.02% of the 13F portfolio, value $5,321,329.

    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: 51,955 shares
    • Kestra Advisory Services, LLC: 95,860 shares

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

  5. period ended2025-06-30
    13F 144,983 shares
    Change vs previous 13F +32,624 shares

    0.02% of the 13F portfolio, value $5,735,528.

    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: 46,705 shares
    • Kestra Advisory Services, LLC: 98,278 shares

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

  6. period ended2025-03-31
    13F 112,359 shares
    Change vs previous 13F +27,548 shares

    0.01% of the 13F portfolio, value $1,591,004.

    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: 37,773 shares
    • Kestra Advisory Services, LLC: 74,586 shares

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

  7. period ended2024-12-31
    13F 84,811 shares
    Change vs previous 13F +24,882 shares

    0.01% of the 13F portfolio, value $1,520,662.

    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: 15,750 shares
    • Kestra Advisory Services, LLC: 69,061 shares

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

  8. period ended2024-09-30
    13F 59,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $693,978.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,550 shares
    • Kestra Advisory Services, LLC: 43,379 shares

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