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Kestra Advisory Services, LLC: USMF position timeline

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

Kestra Advisory Services, LLC held 19,307 USMF 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 19,307 shares
    Change vs previous 13F -23,353 shares

    <0.01% of the 13F portfolio, value $1,047,257.

    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: 5,084 shares
    • Kestra Advisory Services, LLC: 14,223 shares

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

  2. period ended2026-03-31
    13F 42,660 shares
    Change vs previous 13F +5,516 shares

    0.01% of the 13F portfolio, value $2,106,556.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,320 shares
    • Kestra Advisory Services, LLC: 13,340 shares

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

  3. period ended2025-12-31
    13F 37,144 shares
    Change vs previous 13F -3,237 shares

    0.01% of the 13F portfolio, value $1,903,980.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,569 shares
    • Kestra Advisory Services, LLC: 7,575 shares

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

  4. period ended2025-09-30
    13F 40,381 shares
    Change vs previous 13F +2,297 shares

    0.01% of the 13F portfolio, value $2,110,733.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,224 shares
    • Kestra Advisory Services, LLC: 11,157 shares

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

  5. period ended2025-06-30
    13F 38,084 shares
    Change vs previous 13F +8,964 shares

    0.01% of the 13F portfolio, value $1,952,095.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,087 shares
    • Kestra Advisory Services, LLC: 9,997 shares

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

  6. period ended2025-03-31
    13F 29,120 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $1,444,934.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 29,105 shares
    Change vs previous 13F +2,432 shares

    0.02% of the 13F portfolio, value $1,445,936.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 26,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,303,571.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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