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PKS Advisory Services, LLC: FHLC position timeline

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

PKS Advisory Services, LLC held 3,102 FHLC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,102 shares
    Change vs previous 13F -1,629 shares

    0.04% of the 13F portfolio, value $239,597.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, LLC
    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 4,731 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $332,862.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, LLC
    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 4,730 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $351,357.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, LLC
    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 4,729 shares
    Change vs previous 13F -260 shares

    0.07% of the 13F portfolio, value $316,258.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, LLC
    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 4,989 shares
    Change vs previous 13F -391 shares

    0.08% of the 13F portfolio, value $319,052.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, LLC
    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 5,380 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $367,588.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,277 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $344,880.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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