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Kestra Advisory Services, LLC: FDHY position timeline

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

Kestra Advisory Services, LLC held 75,243 FDHY 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 75,243 shares
    Change vs previous 13F +18,962 shares

    0.01% of the 13F portfolio, value $3,689,201.

    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: 12,495 shares
    • Kestra Advisory Services, LLC: 62,748 shares

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

  2. period ended2026-03-31
    13F 56,281 shares
    Change vs previous 13F +4,197 shares

    0.01% of the 13F portfolio, value $2,744,026.

    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: 10,759 shares
    • Kestra Advisory Services, LLC: 45,522 shares

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

  3. period ended2025-12-31
    13F 52,084 shares
    Change vs previous 13F +12,812 shares

    0.01% of the 13F portfolio, value $2,569,303.

    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: 10,496 shares
    • Kestra Advisory Services, LLC: 41,588 shares

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

  4. period ended2025-09-30
    13F 39,272 shares
    Change vs previous 13F -18,481 shares

    0.01% of the 13F portfolio, value $1,936,075.

    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: 4,966 shares
    • Kestra Advisory Services, LLC: 34,306 shares

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

  5. period ended2025-06-30
    13F 57,753 shares
    Change vs previous 13F +6,673 shares

    0.01% of the 13F portfolio, value $2,821,222.

    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: 0 shares
    • Kestra Advisory Services, LLC: 57,753 shares

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

  6. period ended2025-03-31
    13F 51,080 shares
    Change vs previous 13F +5,458 shares

    0.01% of the 13F portfolio, value $2,453,883.

    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: 4,351 shares
    • Kestra Advisory Services, LLC: 46,729 shares

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

  7. period ended2024-12-31
    13F 45,622 shares
    Change vs previous 13F +16,871 shares

    0.01% of the 13F portfolio, value $2,213,954.

    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: 4,278 shares
    • Kestra Advisory Services, LLC: 41,344 shares

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

  8. period ended2024-09-30
    13F 28,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,418,773.

    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: 4,212 shares
    • Kestra Advisory Services, LLC: 24,539 shares

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