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Kestra Advisory Services, LLC: SPMB position timeline

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

Kestra Advisory Services, LLC held 161,785 SPMB 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 161,785 shares
    Change vs previous 13F +28,854 shares

    0.01% of the 13F portfolio, value $3,609,431.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 95,358 shares
    • Kestra Investment Management, LLC: 66,427 shares

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

  2. period ended2026-03-31
    13F 132,931 shares
    Change vs previous 13F -230,826 shares

    0.01% of the 13F portfolio, value $2,976,332.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 98,278 shares
    • Kestra Investment Management, LLC: 34,653 shares

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

  3. period ended2025-12-31
    13F 363,757 shares
    Change vs previous 13F -34,071 shares

    0.03% of the 13F portfolio, value $8,153,611.

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

    • Kestra Advisory Services, LLC: 194,903 shares
    • Kestra Investment Management, LLC: 168,854 shares

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

  4. period ended2025-09-30
    13F 397,828 shares
    Change vs previous 13F +6,261 shares

    0.03% of the 13F portfolio, value $8,927,270.

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

    • Kestra Advisory Services, LLC: 217,518 shares
    • Kestra Investment Management, LLC: 180,310 shares

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

  5. period ended2025-06-30
    13F/A 391,567 shares
    Change vs previous 13F -57,388 shares

    0.04% of the 13F portfolio, value $8,653,616.

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

    • Kestra Advisory Services, LLC: 214,625 shares
    • Kestra Investment Management, LLC: 176,942 shares

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

  6. period ended2025-03-31
    13F/A 448,955 shares
    Change vs previous 13F +104,845 shares

    0.04% of the 13F portfolio, value $9,899,458.

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

    • Kestra Advisory Services, LLC: 194,725 shares
    • Kestra Investment Management, LLC: 254,230 shares

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

  7. period ended2024-12-31
    13F 344,110 shares
    Change vs previous 13F +24,826 shares

    0.04% of the 13F portfolio, value $7,415,560.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 192,720 shares
    • Kestra Investment Management, LLC: 151,390 shares

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

  8. period ended2024-09-30
    13F 319,284 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,193,461.

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

    • Kestra Advisory Services, LLC: 174,789 shares
    • Kestra Investment Management, LLC: 144,495 shares

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