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Kestra Advisory Services, LLC: WM position timeline

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

Kestra Advisory Services, LLC held 144,663 WM 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 144,663 shares
    Change vs previous 13F -35,681 shares

    0.08% of the 13F portfolio, value $32,242,519.

    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: 24,548 shares
    • Kestra Advisory Services, LLC: 120,115 shares

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

  2. period ended2026-03-31
    13F 180,344 shares
    Change vs previous 13F +19,213 shares

    0.12% of the 13F portfolio, value $41,441,147.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,883 shares
    • Kestra Advisory Services, LLC: 153,461 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 161,131 shares
    Change vs previous 13F +184 shares

    0.1% of the 13F portfolio, value $35,402,136.

    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: 25,510 shares
    • Kestra Advisory Services, LLC: 134,685 shares
    • Kestra Investment Management, LLC: 936 shares

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

  4. period ended2025-09-30
    13F 160,947 shares
    Change vs previous 13F +49,979 shares

    0.12% of the 13F portfolio, value $35,541,904.

    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: 24,550 shares
    • Kestra Advisory Services, LLC: 136,397 shares

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

  5. period ended2025-06-30
    13F/A 110,968 shares
    Change vs previous 13F -407 shares

    0.09% of the 13F portfolio, value $25,391,639.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,172 shares
    • Kestra Advisory Services, LLC: 82,796 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 111,375 shares
    Change vs previous 13F +4,691 shares

    0.09% of the 13F portfolio, value $25,784,427.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,754 shares
    • Kestra Advisory Services, LLC: 80,002 shares
    • Kestra Investment Management, LLC: 619 shares

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

  7. period ended2024-12-31
    13F 106,684 shares
    Change vs previous 13F -5,765 shares

    0.08% of the 13F portfolio, value $21,527,764.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,022 shares
    • Kestra Advisory Services, LLC: 79,655 shares
    • Kestra Investment Management, LLC: 1,007 shares

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

  8. period ended2024-09-30
    13F 112,449 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $23,344,433.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,844 shares
    • Kestra Advisory Services, LLC: 83,575 shares
    • Kestra Investment Management, LLC: 1,030 shares

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