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Kestra Advisory Services, LLC: FBND position timeline

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

Kestra Advisory Services, LLC held 4,676,935 FBND 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 4,676,935 shares
    Change vs previous 13F +92,656 shares

    0.47% of the 13F portfolio, value $212,753,764.

    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: 656,664 shares
    • Kestra Advisory Services, LLC: 3,994,283 shares
    • Kestra Investment Management, LLC: 25,988 shares

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

  2. period ended2026-03-31
    13F 4,584,279 shares
    Change vs previous 13F +136,438 shares

    0.52% of the 13F portfolio, value $209,134,785.

    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: 581,770 shares
    • Kestra Advisory Services, LLC: 3,966,524 shares
    • Kestra Investment Management, LLC: 35,985 shares

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

  3. period ended2025-12-31
    13F 4,447,841 shares
    Change vs previous 13F +556,160 shares

    0.56% of the 13F portfolio, value $204,778,593.

    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: 612,692 shares
    • Kestra Advisory Services, LLC: 3,674,421 shares
    • Kestra Investment Management, LLC: 160,728 shares

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

  4. period ended2025-09-30
    13F 3,891,681 shares
    Change vs previous 13F -362,384 shares

    0.54% of the 13F portfolio, value $179,974,903.

    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: 498,337 shares
    • Kestra Advisory Services, LLC: 3,253,106 shares
    • Kestra Investment Management, LLC: 140,238 shares

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

  5. period ended2025-06-30
    13F/A 4,254,065 shares
    Change vs previous 13F +134,900 shares

    0.63% of the 13F portfolio, value $194,623,469.

    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: 460,965 shares
    • Kestra Advisory Services, LLC: 3,369,590 shares
    • Kestra Investment Management, LLC: 423,510 shares

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

  6. period ended2025-03-31
    13F/A 4,119,165 shares
    Change vs previous 13F +197,160 shares

    0.63% of the 13F portfolio, value $188,039,882.

    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: 417,068 shares
    • Kestra Advisory Services, LLC: 3,303,076 shares
    • Kestra Investment Management, LLC: 399,021 shares

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

  7. period ended2024-12-31
    13F 3,922,005 shares
    Change vs previous 13F +247,976 shares

    0.66% of the 13F portfolio, value $176,711,655.

    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: 382,376 shares
    • Kestra Advisory Services, LLC: 3,072,896 shares
    • Kestra Investment Management, LLC: 466,733 shares

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

  8. period ended2024-09-30
    13F 3,674,029 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $171,724,129.

    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: 349,712 shares
    • Kestra Advisory Services, LLC: 2,869,497 shares
    • Kestra Investment Management, LLC: 454,820 shares

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