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Kestra Advisory Services, LLC: VMRK position timeline

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

Kestra Advisory Services, LLC held 17,931 VMRK 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 17,931 shares
    Change vs previous 13F +8,230 shares

    <0.01% of the 13F portfolio, value $1,218,066.

    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: 5,752 shares
    • Kestra Advisory Services, LLC: 12,179 shares

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

  2. period ended2026-03-31
    13F 9,701 shares
    Change vs previous 13F -599 shares

    <0.01% of the 13F portfolio, value $573,838.

    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: 5,251 shares
    • Kestra Advisory Services, LLC: 4,450 shares

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

  3. period ended2025-12-31
    13F 10,300 shares
    Change vs previous 13F -2,278 shares

    <0.01% of the 13F portfolio, value $649,289.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,827 shares
    • Kestra Advisory Services, LLC: 5,473 shares

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

  4. period ended2025-09-30
    13F 12,578 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $814,160.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,005 shares
    • Kestra Advisory Services, LLC: 6,573 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 13,742 shares
    Change vs previous 13F -2,027 shares

    <0.01% of the 13F portfolio, value $927,451.

    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: 6,972 shares
    • Kestra Advisory Services, LLC: 6,322 shares
    • Kestra Investment Management, LLC: 448 shares

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

  6. period ended2025-03-31
    13F/A 15,769 shares
    Change vs previous 13F +9,270 shares

    <0.01% of the 13F portfolio, value $1,128,746.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,865 shares
    • Kestra Advisory Services, LLC: 6,532 shares
    • Kestra Investment Management, LLC: 372 shares

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

  7. period ended2024-12-31
    13F 6,499 shares
    Change vs previous 13F +6,499 shares

    <0.01% of the 13F portfolio, value $466,368.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.