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Kestra Advisory Services, LLC: SPSM position timeline

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

Kestra Advisory Services, LLC held 265,245 SPSM 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 265,245 shares
    Change vs previous 13F -52,512 shares

    0.03% of the 13F portfolio, value $15,296,667.

    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: 3,774 shares
    • Kestra Advisory Services, LLC: 257,878 shares
    • Kestra Investment Management, LLC: 3,593 shares

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

  2. period ended2026-03-31
    13F 317,757 shares
    Change vs previous 13F +18,318 shares

    0.04% of the 13F portfolio, value $15,354,041.

    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: 10,546 shares
    • Kestra Advisory Services, LLC: 307,211 shares

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

  3. period ended2025-12-31
    13F 299,439 shares
    Change vs previous 13F +3,551 shares

    0.04% of the 13F portfolio, value $14,031,715.

    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: 10,697 shares
    • Kestra Advisory Services, LLC: 288,742 shares

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

  4. period ended2025-09-30
    13F 295,888 shares
    Change vs previous 13F +97,176 shares

    0.05% of the 13F portfolio, value $13,705,526.

    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: 11,303 shares
    • Kestra Advisory Services, LLC: 284,585 shares

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

  5. period ended2025-06-30
    13F 198,712 shares
    Change vs previous 13F +30,742 shares

    0.03% of the 13F portfolio, value $8,465,123.

    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: 11,616 shares
    • Kestra Advisory Services, LLC: 187,096 shares

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

  6. period ended2025-03-31
    13F/A 167,970 shares
    Change vs previous 13F -611,743 shares

    0.03% of the 13F portfolio, value $6,846,457.

    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: 13,928 shares
    • Kestra Advisory Services, LLC: 154,042 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 779,713 shares
    Change vs previous 13F +92,712 shares

    0.13% of the 13F portfolio, value $35,024,692.

    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: 17,782 shares
    • Kestra Advisory Services, LLC: 236,423 shares
    • Kestra Investment Management, LLC: 525,508 shares

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

  8. period ended2024-09-30
    13F 687,001 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $31,287,373.

    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: 12,771 shares
    • Kestra Advisory Services, LLC: 192,985 shares
    • Kestra Investment Management, LLC: 481,245 shares

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