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Kestra Advisory Services, LLC: UMAY position timeline

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

Kestra Advisory Services, LLC held 57,838 UMAY 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 57,838 shares
    Change vs previous 13F -10,105 shares

    0.01% of the 13F portfolio, value $2,197,983.

    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 67,943 shares
    Change vs previous 13F +868 shares

    0.01% of the 13F portfolio, value $2,501,485.

    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 67,075 shares
    Change vs previous 13F -3,183 shares

    0.01% of the 13F portfolio, value $2,453,228.

    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 70,258 shares
    Change vs previous 13F -2,316 shares

    0.01% of the 13F portfolio, value $2,520,154.

    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 72,574 shares
    Change vs previous 13F +15,453 shares

    0.01% of the 13F portfolio, value $2,522,672.

    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 57,121 shares
    Change vs previous 13F -950 shares

    0.01% of the 13F portfolio, value $1,912,285.

    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 58,071 shares
    Change vs previous 13F +858 shares

    0.01% of the 13F portfolio, value $1,952,289.

    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 57,213 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,887,926.

    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).