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Kestra Advisory Services, LLC: FDT position timeline

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

Kestra Advisory Services, LLC held 72,398 FDT 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 72,398 shares
    Change vs previous 13F +39,957 shares

    0.02% of the 13F portfolio, value $6,854,499.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,145 shares
    • Kestra Advisory Services, LLC: 12,253 shares

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

  2. period ended2026-03-31
    13F 32,441 shares
    Change vs previous 13F +20,189 shares

    0.01% of the 13F portfolio, value $2,820,117.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,363 shares
    • Kestra Advisory Services, LLC: 10,078 shares

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

  3. period ended2025-12-31
    13F 12,252 shares
    Change vs previous 13F +561 shares

    <0.01% of the 13F portfolio, value $973,340.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 11,691 shares
    Change vs previous 13F -2,097 shares

    <0.01% of the 13F portfolio, value $881,140.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 13,788 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $948,038.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 13,565 shares
    Change vs previous 13F -3,553 shares

    <0.01% of the 13F portfolio, value $790,161.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 13,565 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 17,118 shares
    Change vs previous 13F +2,130 shares

    <0.01% of the 13F portfolio, value $925,742.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 17,061 shares
    • Kestra Investment Management, LLC: 57 shares

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

  8. period ended2024-09-30
    13F 14,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $864,351.

    13F-HR 0001830819-24-000009 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).