Kestra Advisory Services, LLC
CIK
0001830819
City
AUSTIN
State / Country
TX
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $282,910 | 33,841 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $274,796 | 33,188 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $279,709 | 34,447 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $114,565 | 15,666 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $240,274 | 28,419 | Shares | Sole | 2025-02-10 |
| 2024-06-30 | $115,908 | 15,294 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $131,940 | 17,826 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $122,386 | 17,294 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $139,646 | 16,931 | Shares | Sole | 2023-08-11 |
| 2021-03-31 | $173,811 | 13,110 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $252,899 | 21,905 | Shares | Sole | 2022-07-28 |