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Kestra Advisory Services, LLC: FENI position timeline

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

Kestra Advisory Services, LLC held 4,397,900 FENI 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 4,397,900 shares
    Change vs previous 13F +283,609 shares

    0.44% of the 13F portfolio, value $176,487,752.

    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: 194,375 shares
    • Kestra Advisory Services, LLC: 4,203,525 shares

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

  2. period ended2026-03-31
    13F 4,114,291 shares
    Change vs previous 13F +1,100,126 shares

    0.44% of the 13F portfolio, value $153,051,624.

    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: 126,778 shares
    • Kestra Advisory Services, LLC: 3,987,513 shares

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

  3. period ended2025-12-31
    13F 3,014,165 shares
    Change vs previous 13F +565,948 shares

    0.34% of the 13F portfolio, value $110,258,170.

    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: 10,548 shares
    • Kestra Advisory Services, LLC: 3,003,617 shares

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

  4. period ended2025-09-30
    13F 2,448,217 shares
    Change vs previous 13F +456,510 shares

    0.29% of the 13F portfolio, value $86,373,094.

    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: 11,399 shares
    • Kestra Advisory Services, LLC: 2,436,818 shares

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

  5. period ended2025-06-30
    13F 1,991,707 shares
    Change vs previous 13F +885,418 shares

    0.24% of the 13F portfolio, value $66,244,158.

    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: 11,417 shares
    • Kestra Advisory Services, LLC: 1,980,290 shares

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

  6. period ended2025-03-31
    13F/A 1,106,289 shares
    Change vs previous 13F +637,564 shares

    0.12% of the 13F portfolio, value $32,923,160.

    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: 8,536 shares
    • Kestra Advisory Services, LLC: 1,097,753 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 468,725 shares
    Change vs previous 13F +67,302 shares

    0.06% of the 13F portfolio, value $12,904,000.

    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: 468,275 shares
    • Kestra Investment Management, LLC: 450 shares

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

  8. period ended2024-09-30
    13F 401,423 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,155,077.

    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).