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Kestra Advisory Services, LLC: FDEC position timeline

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

Kestra Advisory Services, LLC held 121,628 FDEC 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 121,628 shares
    Change vs previous 13F -31,103 shares

    0.02% of the 13F portfolio, value $6,624,749.

    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: 16,005 shares
    • Kestra Advisory Services, LLC: 105,623 shares

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

  2. period ended2026-03-31
    13F 152,731 shares
    Change vs previous 13F +5,337 shares

    0.02% of the 13F portfolio, value $7,593,785.

    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: 17,460 shares
    • Kestra Advisory Services, LLC: 135,271 shares

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

  3. period ended2025-12-31
    13F 147,394 shares
    Change vs previous 13F -10,164 shares

    0.02% of the 13F portfolio, value $7,544,061.

    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: 17,980 shares
    • Kestra Advisory Services, LLC: 129,414 shares

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

  4. period ended2025-09-30
    13F 157,558 shares
    Change vs previous 13F +26,325 shares

    0.03% of the 13F portfolio, value $7,758,156.

    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: 17,000 shares
    • Kestra Advisory Services, LLC: 140,558 shares

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

  5. period ended2025-06-30
    13F 131,233 shares
    Change vs previous 13F +5,082 shares

    0.02% of the 13F portfolio, value $6,124,185.

    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: 17,000 shares
    • Kestra Advisory Services, LLC: 114,233 shares

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

  6. period ended2025-03-31
    13F 126,151 shares
    Change vs previous 13F +19,117 shares

    0.02% of the 13F portfolio, value $5,475,484.

    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: 18,270 shares
    • Kestra Advisory Services, LLC: 107,881 shares

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

  7. period ended2024-12-31
    13F 107,034 shares
    Change vs previous 13F +33,624 shares

    0.02% of the 13F portfolio, value $4,771,041.

    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: 18,620 shares
    • Kestra Advisory Services, LLC: 88,414 shares

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

  8. period ended2024-09-30
    13F 73,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,213,956.

    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: 17,210 shares
    • Kestra Advisory Services, LLC: 56,200 shares

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