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Kestra Advisory Services, LLC: SPEM position timeline

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

Kestra Advisory Services, LLC held 286,897 SPEM 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 286,897 shares
    Change vs previous 13F +162,009 shares

    0.04% of the 13F portfolio, value $14,855,523.

    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: 10,995 shares
    • Kestra Advisory Services, LLC: 275,902 shares

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

  2. period ended2026-03-31
    13F 124,888 shares
    Change vs previous 13F +36,984 shares

    0.02% of the 13F portfolio, value $5,858,500.

    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: 11,464 shares
    • Kestra Advisory Services, LLC: 113,424 shares

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

  3. period ended2025-12-31
    13F 87,904 shares
    Change vs previous 13F -379,466 shares

    0.01% of the 13F portfolio, value $4,114,807.

    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: 9,494 shares
    • Kestra Advisory Services, LLC: 78,410 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 467,370 shares
    Change vs previous 13F +43,428 shares

    0.07% of the 13F portfolio, value $21,877,565.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,051 shares
    • Kestra Advisory Services, LLC: 70,723 shares
    • Kestra Investment Management, LLC: 385,596 shares

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

  5. period ended2025-06-30
    13F/A 423,942 shares
    Change vs previous 13F +35,950 shares

    0.06% of the 13F portfolio, value $18,119,271.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,728 shares
    • Kestra Advisory Services, LLC: 58,682 shares
    • Kestra Investment Management, LLC: 355,532 shares

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

  6. period ended2025-03-31
    13F/A 387,992 shares
    Change vs previous 13F +32,432 shares

    0.05% of the 13F portfolio, value $15,275,245.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,903 shares
    • Kestra Advisory Services, LLC: 57,074 shares
    • Kestra Investment Management, LLC: 321,015 shares

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

  7. period ended2024-12-31
    13F 355,560 shares
    Change vs previous 13F -69,035 shares

    0.05% of the 13F portfolio, value $13,642,816.

    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: 7,973 shares
    • Kestra Advisory Services, LLC: 58,386 shares
    • Kestra Investment Management, LLC: 289,201 shares

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

  8. period ended2024-09-30
    13F 424,595 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,571,187.

    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: 3,998 shares
    • Kestra Advisory Services, LLC: 178,379 shares
    • Kestra Investment Management, LLC: 242,218 shares

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