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Kestra Advisory Services, LLC: EDF position timeline

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

Kestra Advisory Services, LLC held 119,224 EDF 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 119,224 shares
    Change vs previous 13F -46,968 shares

    <0.01% of the 13F portfolio, value $665,272.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,039 shares
    • Kestra Advisory Services, LLC: 91,185 shares

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

  2. period ended2026-03-31
    13F 166,192 shares
    Change vs previous 13F +25,155 shares

    <0.01% of the 13F portfolio, value $794,396.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,284 shares
    • Kestra Advisory Services, LLC: 137,908 shares

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

  3. period ended2025-12-31
    13F 141,037 shares
    Change vs previous 13F -43,948 shares

    <0.01% of the 13F portfolio, value $700,952.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,582 shares
    • Kestra Advisory Services, LLC: 113,455 shares

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

  4. period ended2025-09-30
    13F 184,985 shares
    Change vs previous 13F -48,023 shares

    <0.01% of the 13F portfolio, value $934,175.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,240 shares
    • Kestra Advisory Services, LLC: 161,745 shares

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

  5. period ended2025-06-30
    13F 233,008 shares
    Change vs previous 13F +45,175 shares

    <0.01% of the 13F portfolio, value $1,176,690.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,987 shares
    • Kestra Advisory Services, LLC: 214,021 shares

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

  6. period ended2025-03-31
    13F 187,833 shares
    Change vs previous 13F -50,246 shares

    <0.01% of the 13F portfolio, value $950,435.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,992 shares
    • Kestra Advisory Services, LLC: 165,841 shares

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

  7. period ended2024-12-31
    13F 238,079 shares
    Change vs previous 13F +46,418 shares

    <0.01% of the 13F portfolio, value $1,118,971.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,522 shares
    • Kestra Advisory Services, LLC: 221,557 shares

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

  8. period ended2024-09-30
    13F 191,661 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,004,304.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,137 shares
    • Kestra Advisory Services, LLC: 177,524 shares

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