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Kestra Advisory Services, LLC: UMAR position timeline

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

Kestra Advisory Services, LLC held 110,345 UMAR 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 110,345 shares
    Change vs previous 13F -19,704 shares

    0.02% of the 13F portfolio, value $4,661,558.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 130,049 shares
    Change vs previous 13F +52,875 shares

    0.02% of the 13F portfolio, value $5,168,147.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 77,174 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $3,083,086.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 77,470 shares
    Change vs previous 13F -2,098 shares

    0.01% of the 13F portfolio, value $3,022,105.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 79,568 shares
    Change vs previous 13F -322 shares

    0.01% of the 13F portfolio, value $2,992,552.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 79,890 shares
    Change vs previous 13F +63,577 shares

    0.01% of the 13F portfolio, value $2,840,090.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 16,313 shares
    Change vs previous 13F +1,462 shares

    <0.01% of the 13F portfolio, value $582,211.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 14,851 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,003.

    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).