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Kestra Advisory Services, LLC: FDMO position timeline

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

Kestra Advisory Services, LLC held 293,706 FDMO 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 293,706 shares
    Change vs previous 13F +13,139 shares

    0.07% of the 13F portfolio, value $28,950,555.

    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: 68,792 shares
    • Kestra Advisory Services, LLC: 224,914 shares

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

  2. period ended2026-03-31
    13F 280,567 shares
    Change vs previous 13F +145,875 shares

    0.07% of the 13F portfolio, value $22,473,378.

    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: 70,980 shares
    • Kestra Advisory Services, LLC: 209,587 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 134,692 shares
    Change vs previous 13F -7,460 shares

    0.03% of the 13F portfolio, value $11,308,758.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,085 shares
    • Kestra Advisory Services, LLC: 58,538 shares
    • Kestra Investment Management, LLC: 6,069 shares

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

  4. period ended2025-09-30
    13F 142,152 shares
    Change vs previous 13F +4,342 shares

    0.04% of the 13F portfolio, value $11,822,798.

    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: 63,924 shares
    • Kestra Advisory Services, LLC: 74,633 shares
    • Kestra Investment Management, LLC: 3,595 shares

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

  5. period ended2025-06-30
    13F/A 137,810 shares
    Change vs previous 13F +6,264 shares

    0.03% of the 13F portfolio, value $10,454,256.

    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: 62,569 shares
    • Kestra Advisory Services, LLC: 71,151 shares
    • Kestra Investment Management, LLC: 4,090 shares

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

  6. period ended2025-03-31
    13F/A 131,546 shares
    Change vs previous 13F +28,924 shares

    0.03% of the 13F portfolio, value $8,558,382.

    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: 61,857 shares
    • Kestra Advisory Services, LLC: 66,274 shares
    • Kestra Investment Management, LLC: 3,415 shares

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

  7. period ended2024-12-31
    13F 102,622 shares
    Change vs previous 13F +55,842 shares

    0.03% of the 13F portfolio, value $7,143,592.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,714 shares
    • Kestra Advisory Services, LLC: 48,682 shares
    • Kestra Investment Management, LLC: 2,226 shares

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

  8. period ended2024-09-30
    13F 46,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,094,145.

    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: 22,504 shares
    • Kestra Advisory Services, LLC: 24,276 shares

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