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Kestra Advisory Services, LLC: FDIS position timeline

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

Kestra Advisory Services, LLC held 101,143 FDIS 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 101,143 shares
    Change vs previous 13F -3,537 shares

    0.03% of the 13F portfolio, value $10,401,616.

    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: 17,886 shares
    • Kestra Advisory Services, LLC: 83,257 shares

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

  2. period ended2026-03-31
    13F 104,680 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $9,762,442.

    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: 18,136 shares
    • Kestra Advisory Services, LLC: 86,544 shares

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

  3. period ended2025-12-31
    13F 104,820 shares
    Change vs previous 13F +2,628 shares

    0.03% of the 13F portfolio, value $10,708,334.

    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: 22,627 shares
    • Kestra Advisory Services, LLC: 82,193 shares

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

  4. period ended2025-09-30
    13F 102,192 shares
    Change vs previous 13F -1,543 shares

    0.04% of the 13F portfolio, value $10,512,441.

    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: 23,016 shares
    • Kestra Advisory Services, LLC: 79,176 shares

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

  5. period ended2025-06-30
    13F 103,735 shares
    Change vs previous 13F +9,149 shares

    0.04% of the 13F portfolio, value $9,758,352.

    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: 23,118 shares
    • Kestra Advisory Services, LLC: 80,617 shares

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

  6. period ended2025-03-31
    13F/A 94,586 shares
    Change vs previous 13F +16,530 shares

    0.03% of the 13F portfolio, value $7,993,463.

    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: 20,752 shares
    • Kestra Advisory Services, LLC: 73,834 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 78,056 shares
    Change vs previous 13F +6,506 shares

    0.03% of the 13F portfolio, value $7,607,337.

    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: 22,181 shares
    • Kestra Advisory Services, LLC: 55,810 shares
    • Kestra Investment Management, LLC: 65 shares

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

  8. period ended2024-09-30
    13F 71,550 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,327,854.

    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: 22,084 shares
    • Kestra Advisory Services, LLC: 49,466 shares

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