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Kestra Advisory Services, LLC: FELG position timeline

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

Kestra Advisory Services, LLC held 1,494,013 FELG 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 1,494,013 shares
    Change vs previous 13F -35,821 shares

    0.16% of the 13F portfolio, value $65,363,075.

    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: 10,604 shares
    • Kestra Advisory Services, LLC: 1,483,409 shares

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

  2. period ended2026-03-31
    13F 1,529,834 shares
    Change vs previous 13F +727,531 shares

    0.17% of the 13F portfolio, value $57,353,493.

    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: 12,827 shares
    • Kestra Advisory Services, LLC: 1,517,007 shares

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

  3. period ended2025-12-31
    13F 802,303 shares
    Change vs previous 13F -321,302 shares

    0.1% of the 13F portfolio, value $33,456,041.

    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: 12,819 shares
    • Kestra Advisory Services, LLC: 789,484 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 1,123,605 shares
    Change vs previous 13F +88,492 shares

    0.14% of the 13F portfolio, value $46,202,632.

    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: 18,243 shares
    • Kestra Advisory Services, LLC: 623,052 shares
    • Kestra Investment Management, LLC: 482,310 shares

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

  5. period ended2025-06-30
    13F/A 1,035,113 shares
    Change vs previous 13F -246,493 shares

    0.12% of the 13F portfolio, value $38,330,214.

    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: 22,006 shares
    • Kestra Advisory Services, LLC: 550,317 shares
    • Kestra Investment Management, LLC: 462,790 shares

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

  6. period ended2025-03-31
    13F/A 1,281,606 shares
    Change vs previous 13F +429,798 shares

    0.14% of the 13F portfolio, value $40,370,590.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,955 shares
    • Kestra Advisory Services, LLC: 478,191 shares
    • Kestra Investment Management, LLC: 787,460 shares

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

  7. period ended2024-12-31
    13F 851,808 shares
    Change vs previous 13F -26,945 shares

    0.11% of the 13F portfolio, value $30,119,950.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,596 shares
    • Kestra Advisory Services, LLC: 393,467 shares
    • Kestra Investment Management, LLC: 438,745 shares

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

  8. period ended2024-09-30
    13F 878,753 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $29,157,026.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,957 shares
    • Kestra Advisory Services, LLC: 362,044 shares
    • Kestra Investment Management, LLC: 444,752 shares

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