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Kestra Advisory Services, LLC: AFRM position timeline

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

Kestra Advisory Services, LLC held 11,157 AFRM 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 11,157 shares
    Change vs previous 13F +665 shares

    <0.01% of the 13F portfolio, value $909,812.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,182 shares
    • Kestra Advisory Services, LLC: 4,975 shares

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

  2. period ended2026-03-31
    13F 10,492 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $480,705.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,736 shares
    • Kestra Advisory Services, LLC: 4,756 shares

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

  3. period ended2025-12-31
    13F 10,990 shares
    Change vs previous 13F +877 shares

    <0.01% of the 13F portfolio, value $817,961.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,549 shares
    • Kestra Advisory Services, LLC: 3,441 shares

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

  4. period ended2025-09-30
    13F 10,113 shares
    Change vs previous 13F -1,587 shares

    <0.01% of the 13F portfolio, value $739,058.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,845 shares
    • Kestra Advisory Services, LLC: 3,268 shares

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

  5. period ended2025-06-30
    13F 11,700 shares
    Change vs previous 13F +5,820 shares

    <0.01% of the 13F portfolio, value $808,938.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,372 shares
    • Kestra Advisory Services, LLC: 4,328 shares

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

  6. period ended2025-03-31
    13F 5,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,717.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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