Kestra Advisory Services, LLC: SSRM position timeline

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

Kestra Advisory Services, LLC held 80,740 SSRM 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 80,740 shares
Change vs previous 13F +46,750 shares
0.01% of the 13F portfolio, value $2,283,341.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 37,827 shares
- Kestra Advisory Services, LLC: 42,913 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 33,990 shares
Change vs previous 13F -9,986 shares
0.01% of the 13F portfolio, value $999,306.
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: 33,990 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 43,976 shares
Change vs previous 13F +28,930 shares
<0.01% of the 13F portfolio, value $963,954.
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: 41,049 shares
- Kestra Advisory Services, LLC: 2,927 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 15,046 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $367,423.
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
Acceptance time not in the bulk data set (spec §4.2).