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Kestra Advisory Services, LLC: CAFX position timeline

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

Kestra Advisory Services, LLC held 72,958 CAFX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,958 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $1,796,965.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 24,486 shares
    • Kestra Investment Management, LLC: 48,472 shares

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

  2. period ended2026-03-31
    13F 71,946 shares
    Change vs previous 13F -36,051 shares

    0.01% of the 13F portfolio, value $1,784,638.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 25,308 shares
    • Kestra Investment Management, LLC: 46,638 shares

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

  3. period ended2025-12-31
    13F 107,997 shares
    Change vs previous 13F +9,626 shares

    0.01% of the 13F portfolio, value $2,701,550.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 57,451 shares
    • Kestra Investment Management, LLC: 50,546 shares

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

  4. period ended2025-09-30
    13F 98,371 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $2,461,252.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 56,112 shares
    • Kestra Investment Management, LLC: 42,259 shares

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

  5. period ended2025-06-30
    13F/A 98,453 shares
    Change vs previous 13F +12,048 shares

    0.01% of the 13F portfolio, value $2,455,436.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 56,305 shares
    • Kestra Investment Management, LLC: 42,148 shares

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

  6. period ended2025-03-31
    13F/A 86,405 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $2,141,980.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 46,913 shares
    • Kestra Investment Management, LLC: 39,492 shares

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

  7. period ended2024-12-31
    13F 86,434 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,112,447.

    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: 49,832 shares
    • Kestra Investment Management, LLC: 36,602 shares

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