Skip to content
Disclosery

Kestra Advisory Services, LLC: TM position timeline

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

Kestra Advisory Services, LLC held 9,523 TM 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 9,523 shares
    Change vs previous 13F -1,404 shares

    <0.01% of the 13F portfolio, value $1,603,838.

    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: 1,553 shares
    • Kestra Advisory Services, LLC: 7,970 shares

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

  2. period ended2026-03-31
    13F 10,927 shares
    Change vs previous 13F +1,308 shares

    0.01% of the 13F portfolio, value $2,251,852.

    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: 1,883 shares
    • Kestra Advisory Services, LLC: 9,044 shares

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

  3. period ended2025-12-31
    13F 9,619 shares
    Change vs previous 13F -2,939 shares

    0.01% of the 13F portfolio, value $2,058,850.

    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: 1,640 shares
    • Kestra Advisory Services, LLC: 7,979 shares

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

  4. period ended2025-09-30
    13F 12,558 shares
    Change vs previous 13F +3,101 shares

    0.01% of the 13F portfolio, value $2,399,660.

    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: 5,077 shares
    • Kestra Advisory Services, LLC: 7,481 shares

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

  5. period ended2025-06-30
    13F 9,457 shares
    Change vs previous 13F +301 shares

    0.01% of the 13F portfolio, value $1,629,083.

    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: 1,596 shares
    • Kestra Advisory Services, LLC: 7,861 shares

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

  6. period ended2025-03-31
    13F 9,156 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $1,616,309.

    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: 1,549 shares
    • Kestra Advisory Services, LLC: 7,607 shares

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

  7. period ended2024-12-31
    13F 9,345 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $1,818,630.

    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: 1,679 shares
    • Kestra Advisory Services, LLC: 7,666 shares

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

  8. period ended2024-09-30
    13F 9,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,670,968.

    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: 1,157 shares
    • Kestra Advisory Services, LLC: 8,201 shares

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