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Kestra Advisory Services, LLC: VMBS position timeline

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

Kestra Advisory Services, LLC held 1,140,281 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,140,281 shares
    Change vs previous 13F +131,885 shares

    0.12% of the 13F portfolio, value $53,376,567.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,853 shares
    • Kestra Advisory Services, LLC: 226,509 shares
    • Kestra Investment Management, LLC: 859,919 shares

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

  2. period ended2026-03-31
    13F 1,008,396 shares
    Change vs previous 13F +23,707 shares

    0.12% of the 13F portfolio, value $47,344,149.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,297 shares
    • Kestra Advisory Services, LLC: 257,027 shares
    • Kestra Investment Management, LLC: 696,072 shares

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

  3. period ended2025-12-31
    13F 984,689 shares
    Change vs previous 13F -384,389 shares

    0.13% of the 13F portfolio, value $46,359,158.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,848 shares
    • Kestra Advisory Services, LLC: 242,631 shares
    • Kestra Investment Management, LLC: 694,210 shares

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

  4. period ended2025-09-30
    13F 1,369,078 shares
    Change vs previous 13F +156,043 shares

    0.19% of the 13F portfolio, value $64,291,924.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,654 shares
    • Kestra Advisory Services, LLC: 221,678 shares
    • Kestra Investment Management, LLC: 1,105,746 shares

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

  5. period ended2025-06-30
    13F/A 1,213,035 shares
    Change vs previous 13F +109,742 shares

    0.18% of the 13F portfolio, value $56,212,050.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,456 shares
    • Kestra Advisory Services, LLC: 201,547 shares
    • Kestra Investment Management, LLC: 971,032 shares

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

  6. period ended2025-03-31
    13F/A 1,103,293 shares
    Change vs previous 13F +77,347 shares

    0.17% of the 13F portfolio, value $51,093,500.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,662 shares
    • Kestra Advisory Services, LLC: 214,167 shares
    • Kestra Investment Management, LLC: 849,464 shares

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

  7. period ended2024-12-31
    13F 1,025,946 shares
    Change vs previous 13F +151,082 shares

    0.17% of the 13F portfolio, value $46,516,355.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,974 shares
    • Kestra Advisory Services, LLC: 210,431 shares
    • Kestra Investment Management, LLC: 775,541 shares

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

  8. period ended2024-09-30
    13F 874,864 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $41,302,345.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,434 shares
    • Kestra Advisory Services, LLC: 191,625 shares
    • Kestra Investment Management, LLC: 648,805 shares

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