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Kestra Advisory Services, LLC: FDVV position timeline

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

Kestra Advisory Services, LLC held 2,243,034 FDVV 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 2,243,034 shares
    Change vs previous 13F +249,545 shares

    0.3% of the 13F portfolio, value $135,232,519.

    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: 109,933 shares
    • Kestra Advisory Services, LLC: 1,440,288 shares
    • Kestra Investment Management, LLC: 692,813 shares

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

  2. period ended2026-03-31
    13F 1,993,489 shares
    Change vs previous 13F +762,762 shares

    0.27% of the 13F portfolio, value $110,120,378.

    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: 114,803 shares
    • Kestra Advisory Services, LLC: 1,077,418 shares
    • Kestra Investment Management, LLC: 801,268 shares

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

  3. period ended2025-12-31
    13F 1,230,727 shares
    Change vs previous 13F +346,310 shares

    0.19% of the 13F portfolio, value $69,769,908.

    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: 115,226 shares
    • Kestra Advisory Services, LLC: 923,778 shares
    • Kestra Investment Management, LLC: 191,723 shares

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

  4. period ended2025-09-30
    13F 884,417 shares
    Change vs previous 13F -72,954 shares

    0.15% of the 13F portfolio, value $49,270,908.

    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: 97,310 shares
    • Kestra Advisory Services, LLC: 666,060 shares
    • Kestra Investment Management, LLC: 121,047 shares

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

  5. period ended2025-06-30
    13F/A 957,371 shares
    Change vs previous 13F +201,468 shares

    0.16% of the 13F portfolio, value $49,802,464.

    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: 82,628 shares
    • Kestra Advisory Services, LLC: 560,055 shares
    • Kestra Investment Management, LLC: 314,688 shares

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

  6. period ended2025-03-31
    13F/A 755,903 shares
    Change vs previous 13F +30,518 shares

    0.13% of the 13F portfolio, value $37,492,789.

    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: 90,546 shares
    • Kestra Advisory Services, LLC: 371,094 shares
    • Kestra Investment Management, LLC: 294,263 shares

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

  7. period ended2024-12-31
    13F 725,385 shares
    Change vs previous 13F +64,998 shares

    0.14% of the 13F portfolio, value $36,225,699.

    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: 96,836 shares
    • Kestra Advisory Services, LLC: 355,392 shares
    • Kestra Investment Management, LLC: 273,157 shares

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

  8. period ended2024-09-30
    13F 660,387 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $33,448,609.

    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: 96,385 shares
    • Kestra Advisory Services, LLC: 291,755 shares
    • Kestra Investment Management, LLC: 272,247 shares

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