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Kestra Advisory Services, LLC: EFV position timeline

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

Kestra Advisory Services, LLC held 887,723 EFV 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 887,723 shares
    Change vs previous 13F +38,491 shares

    0.15% of the 13F portfolio, value $67,955,189.

    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: 311,956 shares
    • Kestra Advisory Services, LLC: 566,476 shares
    • Kestra Investment Management, LLC: 9,291 shares

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

  2. period ended2026-03-31
    13F 849,232 shares
    Change vs previous 13F +63,975 shares

    0.16% of the 13F portfolio, value $63,140,386.

    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: 309,221 shares
    • Kestra Advisory Services, LLC: 529,018 shares
    • Kestra Investment Management, LLC: 10,993 shares

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

  3. period ended2025-12-31
    13F 785,257 shares
    Change vs previous 13F +23,476 shares

    0.15% of the 13F portfolio, value $56,075,255.

    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: 299,946 shares
    • Kestra Advisory Services, LLC: 475,171 shares
    • Kestra Investment Management, LLC: 10,140 shares

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

  4. period ended2025-09-30
    13F 761,781 shares
    Change vs previous 13F -42,050 shares

    0.16% of the 13F portfolio, value $51,671,628.

    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: 287,403 shares
    • Kestra Advisory Services, LLC: 467,481 shares
    • Kestra Investment Management, LLC: 6,897 shares

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

  5. period ended2025-06-30
    13F/A 803,831 shares
    Change vs previous 13F +92,672 shares

    0.17% of the 13F portfolio, value $51,027,207.

    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: 286,183 shares
    • Kestra Advisory Services, LLC: 510,685 shares
    • Kestra Investment Management, LLC: 6,963 shares

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

  6. period ended2025-03-31
    13F/A 711,159 shares
    Change vs previous 13F -352,964 shares

    0.16% of the 13F portfolio, value $41,915,711.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 377,262 shares
    • Kestra Advisory Services, LLC: 333,897 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,064,123 shares
    Change vs previous 13F +212,762 shares

    0.21% of the 13F portfolio, value $55,834,462.

    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: 380,025 shares
    • Kestra Advisory Services, LLC: 468,103 shares
    • Kestra Investment Management, LLC: 215,995 shares

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

  8. period ended2024-09-30
    13F 851,361 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $49,011,756.

    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: 231,289 shares
    • Kestra Advisory Services, LLC: 434,671 shares
    • Kestra Investment Management, LLC: 185,401 shares

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