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Kestra Advisory Services, LLC: FDLO position timeline

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

Kestra Advisory Services, LLC held 203,118 FDLO 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 203,118 shares
    Change vs previous 13F -29,151 shares

    0.03% of the 13F portfolio, value $13,880,055.

    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: 30,954 shares
    • Kestra Advisory Services, LLC: 172,164 shares

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

  2. period ended2026-03-31
    13F 232,269 shares
    Change vs previous 13F -46,753 shares

    0.04% of the 13F portfolio, value $15,002,267.

    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: 31,808 shares
    • Kestra Advisory Services, LLC: 200,461 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 279,022 shares
    Change vs previous 13F -76,806 shares

    0.05% of the 13F portfolio, value $18,624,695.

    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: 30,806 shares
    • Kestra Advisory Services, LLC: 244,592 shares
    • Kestra Investment Management, LLC: 3,624 shares

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

  4. period ended2025-09-30
    13F 355,828 shares
    Change vs previous 13F -16,551 shares

    0.08% of the 13F portfolio, value $23,438,424.

    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: 27,106 shares
    • Kestra Advisory Services, LLC: 328,722 shares

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

  5. period ended2025-06-30
    13F 372,379 shares
    Change vs previous 13F +25,155 shares

    0.09% of the 13F portfolio, value $23,385,398.

    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: 26,095 shares
    • Kestra Advisory Services, LLC: 346,284 shares

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

  6. period ended2025-03-31
    13F/A 347,224 shares
    Change vs previous 13F -2,856 shares

    0.08% of the 13F portfolio, value $21,048,719.

    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: 24,549 shares
    • Kestra Advisory Services, LLC: 322,675 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 350,080 shares
    Change vs previous 13F +28,032 shares

    0.08% of the 13F portfolio, value $21,211,348.

    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: 20,368 shares
    • Kestra Advisory Services, LLC: 328,463 shares
    • Kestra Investment Management, LLC: 1,249 shares

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

  8. period ended2024-09-30
    13F 322,048 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,757,667.

    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: 10,298 shares
    • Kestra Advisory Services, LLC: 311,750 shares

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