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Kestra Advisory Services, LLC: SPMO position timeline

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

Kestra Advisory Services, LLC held 60,439 SPMO 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 60,439 shares
    Change vs previous 13F +20,370 shares

    0.02% of the 13F portfolio, value $9,763,309.

    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: 13,007 shares
    • Kestra Advisory Services, LLC: 47,432 shares

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

  2. period ended2026-03-31
    13F 40,069 shares
    Change vs previous 13F -24,621 shares

    0.02% of the 13F portfolio, value $4,492,136.

    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: 40,069 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 64,690 shares
    Change vs previous 13F +8,153 shares

    0.03% of the 13F portfolio, value $7,718,780.

    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: 34,744 shares
    • Kestra Investment Management, LLC: 29,946 shares

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

  4. period ended2025-09-30
    13F 56,537 shares
    Change vs previous 13F +16,601 shares

    0.03% of the 13F portfolio, value $6,844,298.

    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: 31,616 shares
    • Kestra Investment Management, LLC: 24,921 shares

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

  5. period ended2025-06-30
    13F/A 39,936 shares
    Change vs previous 13F +14,740 shares

    0.02% of the 13F portfolio, value $4,491,554.

    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: 24,497 shares
    • Kestra Investment Management, LLC: 15,439 shares

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

  6. period ended2025-03-31
    13F/A 25,196 shares
    Change vs previous 13F +9,631 shares

    0.01% of the 13F portfolio, value $2,331,386.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 16,274 shares
    • Kestra Investment Management, LLC: 8,922 shares

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

  7. period ended2024-12-31
    13F 15,565 shares
    Change vs previous 13F +9,074 shares

    0.01% of the 13F portfolio, value $1,478,849.

    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: 13,406 shares
    • Kestra Investment Management, LLC: 2,159 shares

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

  8. period ended2024-09-30
    13F 6,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $588,315.

    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).