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Kestra Advisory Services, LLC: EFAV position timeline

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

Kestra Advisory Services, LLC held 196,512 EFAV 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 196,512 shares
    Change vs previous 13F +157,450 shares

    0.04% of the 13F portfolio, value $17,236,039.

    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: 3,921 shares
    • Kestra Advisory Services, LLC: 192,591 shares

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

  2. period ended2026-03-31
    13F 39,062 shares
    Change vs previous 13F +4,614 shares

    0.01% of the 13F portfolio, value $3,569,110.

    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: 3,880 shares
    • Kestra Advisory Services, LLC: 35,182 shares

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

  3. period ended2025-12-31
    13F 34,448 shares
    Change vs previous 13F +3,987 shares

    0.01% of the 13F portfolio, value $2,971,157.

    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: 4,040 shares
    • Kestra Advisory Services, LLC: 30,408 shares

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

  4. period ended2025-09-30
    13F 30,461 shares
    Change vs previous 13F +3,996 shares

    0.01% of the 13F portfolio, value $2,583,991.

    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: 4,082 shares
    • Kestra Advisory Services, LLC: 26,379 shares

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

  5. period ended2025-06-30
    13F 26,465 shares
    Change vs previous 13F -1,408 shares

    0.01% of the 13F portfolio, value $2,224,632.

    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: 4,395 shares
    • Kestra Advisory Services, LLC: 22,070 shares

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

  6. period ended2025-03-31
    13F/A 27,873 shares
    Change vs previous 13F -7,468 shares

    0.01% of the 13F portfolio, value $2,171,864.

    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: 4,254 shares
    • Kestra Advisory Services, LLC: 23,619 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 35,341 shares
    Change vs previous 13F -127,696 shares

    0.01% of the 13F portfolio, value $2,498,963.

    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: 4,373 shares
    • Kestra Advisory Services, LLC: 30,925 shares
    • Kestra Investment Management, LLC: 43 shares

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

  8. period ended2024-09-30
    13F 163,037 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,504,957.

    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: 4,253 shares
    • Kestra Advisory Services, LLC: 158,784 shares

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