Skip to content
Disclosery

Kestra Advisory Services, LLC: FAD position timeline

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

Kestra Advisory Services, LLC held 31,515 FAD 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 31,515 shares
    Change vs previous 13F +342 shares

    0.02% of the 13F portfolio, value $6,302,044.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 31,173 shares
    Change vs previous 13F +22,355 shares

    0.02% of the 13F portfolio, value $4,954,138.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 8,818 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $1,427,269.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 8,880 shares
    Change vs previous 13F +2,705 shares

    0.01% of the 13F portfolio, value $1,425,647.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 6,175 shares
    Change vs previous 13F +3,793 shares

    <0.01% of the 13F portfolio, value $906,587.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 2,382 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $308,157.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 2,057 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $284,291.

    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 1,887 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,141.

    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).