Kestra Advisory Services, LLC: FE position timeline

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

Kestra Advisory Services, LLC held 47,022 FE 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 47,022 shares
Change vs previous 13F -1,489 shares
0.01% of the 13F portfolio, value $2,235,423.
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: 5,992 shares
- Kestra Advisory Services, LLC: 41,030 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 48,511 shares
Change vs previous 13F -8,676 shares
0.01% of the 13F portfolio, value $2,457,570.
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: 5,803 shares
- Kestra Advisory Services, LLC: 42,708 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 57,187 shares
Change vs previous 13F +2,812 shares
0.01% of the 13F portfolio, value $2,560,240.
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: 6,172 shares
- Kestra Advisory Services, LLC: 51,015 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 54,375 shares
Change vs previous 13F -16,215 shares
0.01% of the 13F portfolio, value $2,491,457.
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: 6,385 shares
- Kestra Advisory Services, LLC: 47,990 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 70,590 shares
Change vs previous 13F +7,694 shares
0.01% of the 13F portfolio, value $2,841,934.
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: 20,914 shares
- Kestra Advisory Services, LLC: 49,676 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 62,896 shares
Change vs previous 13F +12,346 shares
0.01% of the 13F portfolio, value $2,542,256.
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: 20,974 shares
- Kestra Advisory Services, LLC: 41,815 shares
- Kestra Investment Management, LLC: 107 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 50,550 shares
Change vs previous 13F +7,083 shares
0.01% of the 13F portfolio, value $2,010,881.
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: 20,562 shares
- Kestra Advisory Services, LLC: 29,337 shares
- Kestra Investment Management, LLC: 651 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 43,467 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,927,774.
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: 18,367 shares
- Kestra Advisory Services, LLC: 25,100 shares
Acceptance time not in the bulk data set (spec §4.2).