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Kestra Advisory Services, LLC: FCVT position timeline

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

Kestra Advisory Services, LLC held 27,278 FCVT 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 27,278 shares
    Change vs previous 13F -14,688 shares

    <0.01% of the 13F portfolio, value $1,466,888.

    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 41,966 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $1,853,958.

    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 42,316 shares
    Change vs previous 13F +9,057 shares

    0.01% of the 13F portfolio, value $1,821,073.

    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 33,259 shares
    Change vs previous 13F -5,922 shares

    0.01% of the 13F portfolio, value $1,422,395.

    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 39,181 shares
    Change vs previous 13F +11,571 shares

    0.01% of the 13F portfolio, value $1,520,622.

    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 27,610 shares
    Change vs previous 13F +10,790 shares

    <0.01% of the 13F portfolio, value $963,865.

    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 16,820 shares
    Change vs previous 13F +862 shares

    <0.01% of the 13F portfolio, value $618,808.

    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 15,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $569,692.

    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).