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Kestra Advisory Services, LLC: WPM position timeline

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

Kestra Advisory Services, LLC held 75,499 WPM 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 75,499 shares
    Change vs previous 13F +17,849 shares

    0.02% of the 13F portfolio, value $8,479,993.

    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: 3,067 shares
    • Kestra Advisory Services, LLC: 72,432 shares

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

  2. period ended2026-03-31
    13F 57,650 shares
    Change vs previous 13F -2,617 shares

    0.02% of the 13F portfolio, value $7,552,739.

    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: 7,841 shares
    • Kestra Advisory Services, LLC: 49,809 shares

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

  3. period ended2025-12-31
    13F 60,267 shares
    Change vs previous 13F -3,680 shares

    0.02% of the 13F portfolio, value $7,082,613.

    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: 10,249 shares
    • Kestra Advisory Services, LLC: 50,018 shares

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

  4. period ended2025-09-30
    13F 63,947 shares
    Change vs previous 13F +3,731 shares

    0.02% of the 13F portfolio, value $7,151,824.

    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: 10,764 shares
    • Kestra Advisory Services, LLC: 53,183 shares

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

  5. period ended2025-06-30
    13F 60,216 shares
    Change vs previous 13F +6,384 shares

    0.02% of the 13F portfolio, value $5,407,355.

    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: 3,659 shares
    • Kestra Advisory Services, LLC: 56,557 shares

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

  6. period ended2025-03-31
    13F/A 53,832 shares
    Change vs previous 13F -1,561 shares

    0.02% of the 13F portfolio, value $4,178,978.

    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: 3,075 shares
    • Kestra Advisory Services, LLC: 50,757 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 55,393 shares
    Change vs previous 13F +14,090 shares

    0.01% of the 13F portfolio, value $3,115,303.

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

    • Kestra Advisory Services, LLC: 54,446 shares
    • Kestra Investment Management, LLC: 947 shares

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

  8. period ended2024-09-30
    13F 41,303 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,522,805.

    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: 0 shares
    • Kestra Advisory Services, LLC: 41,303 shares

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