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Kestra Advisory Services, LLC: FBT position timeline

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

Kestra Advisory Services, LLC held 30,037 FBT 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 30,037 shares
    Change vs previous 13F -544 shares

    0.02% of the 13F portfolio, value $7,445,843.

    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: 8,390 shares
    • Kestra Advisory Services, LLC: 20,526 shares
    • Kestra Investment Management, LLC: 1,121 shares

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

  2. period ended2026-03-31
    13F 30,581 shares
    Change vs previous 13F -8,615 shares

    0.02% of the 13F portfolio, value $6,141,389.

    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: 8,290 shares
    • Kestra Advisory Services, LLC: 22,291 shares

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

  3. period ended2025-12-31
    13F 39,196 shares
    Change vs previous 13F +12,397 shares

    0.03% of the 13F portfolio, value $8,094,810.

    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: 8,919 shares
    • Kestra Advisory Services, LLC: 30,277 shares

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

  4. period ended2025-09-30
    13F 26,799 shares
    Change vs previous 13F +1,529 shares

    0.02% of the 13F portfolio, value $4,804,886.

    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: 8,866 shares
    • Kestra Advisory Services, LLC: 17,933 shares

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

  5. period ended2025-06-30
    13F 25,270 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $4,076,885.

    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: 8,984 shares
    • Kestra Advisory Services, LLC: 16,286 shares

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

  6. period ended2025-03-31
    13F/A 25,345 shares
    Change vs previous 13F -2,341 shares

    0.02% of the 13F portfolio, value $4,311,564.

    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: 8,724 shares
    • Kestra Advisory Services, LLC: 16,621 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 27,686 shares
    Change vs previous 13F +8,320 shares

    0.02% of the 13F portfolio, value $4,601,690.

    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: 8,456 shares
    • Kestra Advisory Services, LLC: 19,191 shares
    • Kestra Investment Management, LLC: 39 shares

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

  8. period ended2024-09-30
    13F 19,366 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,329,596.

    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: 8,844 shares
    • Kestra Advisory Services, LLC: 10,522 shares

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