Skip to content
Disclosery

Kestra Advisory Services, LLC: EFX position timeline

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

Kestra Advisory Services, LLC held 6,259 EFX 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 6,259 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $993,461.

    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: 1,336 shares
    • Kestra Advisory Services, LLC: 4,923 shares

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

  2. period ended2026-03-31
    13F 6,314 shares
    Change vs previous 13F -1,793 shares

    <0.01% of the 13F portfolio, value $1,136,952.

    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: 1,387 shares
    • Kestra Advisory Services, LLC: 4,927 shares

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

  3. period ended2025-12-31
    13F 8,107 shares
    Change vs previous 13F +748 shares

    0.01% of the 13F portfolio, value $1,759,094.

    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: 1,434 shares
    • Kestra Advisory Services, LLC: 6,673 shares

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

  4. period ended2025-09-30
    13F 7,359 shares
    Change vs previous 13F +1,601 shares

    0.01% of the 13F portfolio, value $1,887,859.

    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: 7,359 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 5,758 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $1,493,572.

    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: 5,725 shares
    • Kestra Investment Management, LLC: 33 shares

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

  6. period ended2025-03-31
    13F/A 5,671 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $1,381,229.

    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: 5,668 shares
    • Kestra Investment Management, LLC: 3 shares

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

  7. period ended2024-12-31
    13F 5,956 shares
    Change vs previous 13F -483 shares

    0.01% of the 13F portfolio, value $1,517,887.

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

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

  8. period ended2024-09-30
    13F 6,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,892,072.

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

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