Kestra Advisory Services, LLC: FDN position timeline

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

Kestra Advisory Services, LLC held 47,184 FDN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 47,184 shares
Change vs previous 13F -26,327 shares
0.03% of the 13F portfolio, value $12,490,565.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,407 shares
- Kestra Advisory Services, LLC: 27,881 shares
- Kestra Investment Management, LLC: 1,896 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 73,511 shares
Change vs previous 13F -2,740 shares
0.05% of the 13F portfolio, value $17,203,846.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,774 shares
- Kestra Advisory Services, LLC: 42,737 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 76,251 shares
Change vs previous 13F +279 shares
0.06% of the 13F portfolio, value $20,525,321.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,652 shares
- Kestra Advisory Services, LLC: 41,599 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 75,972 shares
Change vs previous 13F -3,133 shares
0.07% of the 13F portfolio, value $21,260,081.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,569 shares
- Kestra Advisory Services, LLC: 41,403 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 79,105 shares
Change vs previous 13F -2,944 shares
0.08% of the 13F portfolio, value $21,305,228.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,922 shares
- Kestra Advisory Services, LLC: 45,183 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 82,049 shares
Change vs previous 13F -5,109 shares
0.07% of the 13F portfolio, value $18,227,185.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,114 shares
- Kestra Advisory Services, LLC: 48,935 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 87,158 shares
Change vs previous 13F +5,140 shares
0.08% of the 13F portfolio, value $21,194,210.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,373 shares
- Kestra Advisory Services, LLC: 55,594 shares
- Kestra Investment Management, LLC: 191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 82,018 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $17,373,777.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,115 shares
- Kestra Advisory Services, LLC: 50,903 shares
Acceptance time not in the bulk data set (spec §4.2).