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Kestra Advisory Services, LLC: SPYM position timeline

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

Kestra Advisory Services, LLC held 1,357,376 SPYM 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 1,357,376 shares
    Change vs previous 13F +228,312 shares

    0.26% of the 13F portfolio, value $119,286,157.

    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: 23,856 shares
    • Kestra Advisory Services, LLC: 1,319,914 shares
    • Kestra Investment Management, LLC: 13,606 shares

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

  2. period ended2026-03-31
    13F 1,129,064 shares
    Change vs previous 13F -71,779 shares

    0.21% of the 13F portfolio, value $86,418,616.

    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: 17,680 shares
    • Kestra Advisory Services, LLC: 1,102,261 shares
    • Kestra Investment Management, LLC: 9,123 shares

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

  3. period ended2025-12-31
    13F 1,200,843 shares
    Change vs previous 13F -42,489 shares

    0.26% of the 13F portfolio, value $96,331,617.

    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: 14,498 shares
    • Kestra Advisory Services, LLC: 1,177,467 shares
    • Kestra Investment Management, LLC: 8,878 shares

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

  4. period ended2025-09-30
    13F 1,243,332 shares
    Change vs previous 13F +47,057 shares

    0.29% of the 13F portfolio, value $97,402,647.

    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: 16,788 shares
    • Kestra Advisory Services, LLC: 1,219,845 shares
    • Kestra Investment Management, LLC: 6,699 shares

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

  5. period ended2025-06-30
    13F/A 1,196,275 shares
    Change vs previous 13F +46,282 shares

    0.28% of the 13F portfolio, value $86,957,229.

    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: 12,287 shares
    • Kestra Advisory Services, LLC: 1,177,549 shares
    • Kestra Investment Management, LLC: 6,439 shares

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

  6. period ended2025-03-31
    13F/A 1,149,993 shares
    Change vs previous 13F +126,893 shares

    0.25% of the 13F portfolio, value $75,623,540.

    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: 10,229 shares
    • Kestra Advisory Services, LLC: 1,135,197 shares
    • Kestra Investment Management, LLC: 4,567 shares

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

  7. period ended2024-12-31
    13F 1,023,100 shares
    Change vs previous 13F +26,974 shares

    0.26% of the 13F portfolio, value $70,532,496.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,448 shares
    • Kestra Advisory Services, LLC: 1,011,062 shares
    • Kestra Investment Management, LLC: 5,590 shares

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

  8. period ended2024-09-30
    13F 996,126 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $67,248,437.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,607 shares
    • Kestra Advisory Services, LLC: 987,510 shares
    • Kestra Investment Management, LLC: 3,009 shares

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