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Kestra Advisory Services, LLC: USMC position timeline

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

Kestra Advisory Services, LLC held 19,269 USMC 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 19,269 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $1,428,346.

    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 19,992 shares
    Change vs previous 13F -169 shares

    <0.01% of the 13F portfolio, value $1,285,741.

    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 20,161 shares
    Change vs previous 13F +5,480 shares

    0.01% of the 13F portfolio, value $1,380,018.

    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 14,681 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $1,000,816.

    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 15,741 shares
    Change vs previous 13F -36,305 shares

    <0.01% of the 13F portfolio, value $984,777.

    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 52,046 shares
    Change vs previous 13F -22,191 shares

    0.01% of the 13F portfolio, value $2,955,172.

    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 74,237 shares
    Change vs previous 13F +27,789 shares

    0.02% of the 13F portfolio, value $4,456,447.

    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 46,448 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,647,084.

    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).