Kestra Advisory Services, LLC: SPMD position timeline

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

Kestra Advisory Services, LLC held 98,558 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 98,558 shares
Change vs previous 13F -21,930 shares
0.02% of the 13F portfolio, value $6,658,583.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 58,049 shares
- Kestra Advisory Services, LLC: 40,509 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 120,488 shares
Change vs previous 13F +18,808 shares
0.02% of the 13F portfolio, value $7,135,263.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 71,844 shares
- Kestra Advisory Services, LLC: 48,644 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 101,680 shares
Change vs previous 13F +5,598 shares
0.02% of the 13F portfolio, value $5,888,295.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 67,246 shares
- Kestra Advisory Services, LLC: 34,434 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 96,082 shares
Change vs previous 13F +18,708 shares
0.02% of the 13F portfolio, value $5,494,915.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 61,837 shares
- Kestra Advisory Services, LLC: 34,245 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 77,374 shares
Change vs previous 13F +11,101 shares
0.02% of the 13F portfolio, value $4,207,604.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,430 shares
- Kestra Advisory Services, LLC: 19,944 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 66,273 shares
Change vs previous 13F +4,293 shares
0.01% of the 13F portfolio, value $3,391,852.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,730 shares
- Kestra Advisory Services, LLC: 21,543 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 61,980 shares
Change vs previous 13F +3,949 shares
0.01% of the 13F portfolio, value $3,389,686.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,097 shares
- Kestra Advisory Services, LLC: 18,852 shares
- Kestra Investment Management, LLC: 31 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 58,031 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,173,143.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 40,466 shares
- Kestra Advisory Services, LLC: 17,565 shares
Acceptance time not in the bulk data set (spec §4.2).