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Kestra Advisory Services, LLC: FDD position timeline

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

Kestra Advisory Services, LLC held 165,173 FDD 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 165,173 shares
    Change vs previous 13F -4,052 shares

    0.01% of the 13F portfolio, value $3,063,968.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 85,067 shares
    • Kestra Advisory Services, LLC: 80,106 shares

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

  2. period ended2026-03-31
    13F 169,225 shares
    Change vs previous 13F +68,276 shares

    0.01% of the 13F portfolio, value $3,013,904.

    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: 82,302 shares
    • Kestra Advisory Services, LLC: 86,923 shares

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

  3. period ended2025-12-31
    13F 100,949 shares
    Change vs previous 13F +9,713 shares

    0.01% of the 13F portfolio, value $1,766,606.

    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: 31,653 shares
    • Kestra Advisory Services, LLC: 69,296 shares

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

  4. period ended2025-09-30
    13F 91,236 shares
    Change vs previous 13F -41,090 shares

    <0.01% of the 13F portfolio, value $1,473,473.

    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: 30,153 shares
    • Kestra Advisory Services, LLC: 61,083 shares

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

  5. period ended2025-06-30
    13F 132,326 shares
    Change vs previous 13F +34,026 shares

    0.01% of the 13F portfolio, value $2,056,352.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,227 shares
    • Kestra Advisory Services, LLC: 57,099 shares

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

  6. period ended2025-03-31
    13F 98,300 shares
    Change vs previous 13F +60,602 shares

    0.01% of the 13F portfolio, value $1,333,931.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 76,986 shares
    • Kestra Advisory Services, LLC: 21,314 shares

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

  7. period ended2024-12-31
    13F 37,698 shares
    Change vs previous 13F +9,231 shares

    <0.01% of the 13F portfolio, value $424,351.

    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: 15,214 shares
    • Kestra Advisory Services, LLC: 22,484 shares

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

  8. period ended2024-09-30
    13F 28,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,695.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,214 shares
    • Kestra Advisory Services, LLC: 13,253 shares

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