Skip to content
Disclosery

Kestra Advisory Services, LLC: SPTM position timeline

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

Kestra Advisory Services, LLC held 78,709 SPTM 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 78,709 shares
    Change vs previous 13F -17,235 shares

    0.02% of the 13F portfolio, value $7,146,059.

    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: 75,366 shares
    • Kestra Investment Management, LLC: 3,343 shares

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

  2. period ended2026-03-31
    13F 95,944 shares
    Change vs previous 13F +24,911 shares

    0.02% of the 13F portfolio, value $7,585,342.

    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: 89,740 shares
    • Kestra Investment Management, LLC: 6,204 shares

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

  3. period ended2025-12-31
    13F 71,033 shares
    Change vs previous 13F +19,518 shares

    0.02% of the 13F portfolio, value $5,860,199.

    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: 67,656 shares
    • Kestra Investment Management, LLC: 3,377 shares

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

  4. period ended2025-09-30
    13F 51,515 shares
    Change vs previous 13F +1,544 shares

    0.02% of the 13F portfolio, value $4,154,656.

    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: 47,990 shares
    • Kestra Investment Management, LLC: 3,525 shares

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

  5. period ended2025-06-30
    13F/A 49,971 shares
    Change vs previous 13F +2,485 shares

    0.02% of the 13F portfolio, value $3,742,271.

    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: 46,547 shares
    • Kestra Investment Management, LLC: 3,424 shares

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

  6. period ended2025-03-31
    13F/A 47,486 shares
    Change vs previous 13F -76,035 shares

    0.02% of the 13F portfolio, value $3,229,523.

    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: 47,486 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 123,521 shares
    Change vs previous 13F +2,072 shares

    0.04% of the 13F portfolio, value $8,823,105.

    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: 121,994 shares
    • Kestra Investment Management, LLC: 1,527 shares

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

  8. period ended2024-09-30
    13F 121,449 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,508,683.

    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).