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Kestra Advisory Services, LLC: FDL position timeline

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

Kestra Advisory Services, LLC held 772,438 FDL 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 772,438 shares
    Change vs previous 13F -26,405 shares

    0.09% of the 13F portfolio, value $37,586,822.

    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: 47,410 shares
    • Kestra Advisory Services, LLC: 725,028 shares

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

  2. period ended2026-03-31
    13F 798,843 shares
    Change vs previous 13F +219,916 shares

    0.12% of the 13F portfolio, value $40,581,226.

    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: 102,202 shares
    • Kestra Advisory Services, LLC: 696,641 shares

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

  3. period ended2025-12-31
    13F 578,927 shares
    Change vs previous 13F +52,666 shares

    0.08% of the 13F portfolio, value $25,669,633.

    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: 102,251 shares
    • Kestra Advisory Services, LLC: 476,676 shares

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

  4. period ended2025-09-30
    13F 526,261 shares
    Change vs previous 13F +54,116 shares

    0.08% of the 13F portfolio, value $22,844,988.

    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: 99,123 shares
    • Kestra Advisory Services, LLC: 427,138 shares

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

  5. period ended2025-06-30
    13F 472,145 shares
    Change vs previous 13F +49,885 shares

    0.07% of the 13F portfolio, value $19,768,723.

    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: 81,218 shares
    • Kestra Advisory Services, LLC: 390,927 shares

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

  6. period ended2025-03-31
    13F 422,260 shares
    Change vs previous 13F -25,205 shares

    0.07% of the 13F portfolio, value $18,342,974.

    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: 113,382 shares
    • Kestra Advisory Services, LLC: 308,878 shares

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

  7. period ended2024-12-31
    13F 447,465 shares
    Change vs previous 13F +82,501 shares

    0.07% of the 13F portfolio, value $18,117,185.

    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: 106,652 shares
    • Kestra Advisory Services, LLC: 340,813 shares

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

  8. period ended2024-09-30
    13F 364,964 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,310,223.

    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: 107,715 shares
    • Kestra Advisory Services, LLC: 257,249 shares

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