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Kestra Advisory Services, LLC: FDS position timeline

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

Kestra Advisory Services, LLC held 1,072 FDS 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 1,072 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $246,738.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,124 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $243,906.

    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: 0 shares
    • Kestra Advisory Services, LLC: 1,124 shares

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

  3. period ended2025-12-31
    13F 2,071 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $601,183.

    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: 968 shares
    • Kestra Advisory Services, LLC: 1,103 shares

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

  4. period ended2025-09-30
    13F 2,291 shares
    Change vs previous 13F -761 shares

    0.01% of the 13F portfolio, value $656,364.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,291 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 3,052 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $1,364,882.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,281 shares
    • Kestra Advisory Services, LLC: 765 shares
    • Kestra Investment Management, LLC: 6 shares

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

  6. period ended2025-03-31
    13F/A 2,913 shares
    Change vs previous 13F -945 shares

    <0.01% of the 13F portfolio, value $1,324,366.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,061 shares
    • Kestra Advisory Services, LLC: 846 shares
    • Kestra Investment Management, LLC: 6 shares

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

  7. period ended2024-12-31
    13F 3,858 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $1,852,920.

    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: 2,017 shares
    • Kestra Advisory Services, LLC: 1,841 shares

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

  8. period ended2024-09-30
    13F 4,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,843,068.

    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: 1,969 shares
    • Kestra Advisory Services, LLC: 2,039 shares

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