Kestra Advisory Services, LLC: USMV position timeline

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

Kestra Advisory Services, LLC held 321,635 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 321,635 shares
Change vs previous 13F -22,291 shares
0.07% of the 13F portfolio, value $31,024,965.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,699 shares
- Kestra Advisory Services, LLC: 306,368 shares
- Kestra Investment Management, LLC: 2,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 343,926 shares
Change vs previous 13F +48,320 shares
0.09% of the 13F portfolio, value $31,895,667.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,258 shares
- Kestra Advisory Services, LLC: 329,668 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 295,606 shares
Change vs previous 13F +13,709 shares
0.09% of the 13F portfolio, value $27,834,296.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,238 shares
- Kestra Advisory Services, LLC: 280,368 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 281,897 shares
Change vs previous 13F -4,363 shares
0.09% of the 13F portfolio, value $26,819,750.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,758 shares
- Kestra Advisory Services, LLC: 266,139 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 286,260 shares
Change vs previous 13F +42,081 shares
0.1% of the 13F portfolio, value $26,871,201.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,790 shares
- Kestra Advisory Services, LLC: 271,470 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 244,179 shares
Change vs previous 13F -90,201 shares
0.09% of the 13F portfolio, value $22,869,806.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,010 shares
- Kestra Advisory Services, LLC: 229,169 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 334,380 shares
Change vs previous 13F +21,123 shares
0.11% of the 13F portfolio, value $29,689,548.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,078 shares
- Kestra Advisory Services, LLC: 319,103 shares
- Kestra Investment Management, LLC: 199 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 313,257 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $28,603,466.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,755 shares
- Kestra Advisory Services, LLC: 297,502 shares
Acceptance time not in the bulk data set (spec §4.2).