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Kovack Advisors, Inc.: FXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on FXU, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 26,627 FXU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,627 shares
    Change vs previous 13F +6,463 shares

    0.06% of the 13F portfolio, value $1,312,640.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,164 shares
    Change vs previous 13F -20,053 shares

    0.05% of the 13F portfolio, value $1,000,386.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 40,217 shares
    Change vs previous 13F +31,908 shares

    0.09% of the 13F portfolio, value $1,810,149.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,309 shares
    Change vs previous 13F +1,643 shares

    0.04% of the 13F portfolio, value $377,647.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,666 shares
    Change vs previous 13F -2,846 shares

    0.03% of the 13F portfolio, value $282,505.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,512 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $390,087.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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