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Kestra Advisory Services, LLC: FENY position timeline

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

Kestra Advisory Services, LLC held 245,556 FENY 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 245,556 shares
    Change vs previous 13F +21,494 shares

    0.02% of the 13F portfolio, value $7,258,664.

    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: 46,266 shares
    • Kestra Advisory Services, LLC: 199,290 shares

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

  2. period ended2026-03-31
    13F 224,062 shares
    Change vs previous 13F +23,657 shares

    0.02% of the 13F portfolio, value $7,622,589.

    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: 34,974 shares
    • Kestra Advisory Services, LLC: 189,088 shares

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

  3. period ended2025-12-31
    13F 200,405 shares
    Change vs previous 13F +30,252 shares

    0.02% of the 13F portfolio, value $4,964,033.

    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: 28,981 shares
    • Kestra Advisory Services, LLC: 171,424 shares

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

  4. period ended2025-09-30
    13F 170,153 shares
    Change vs previous 13F -97,423 shares

    0.02% of the 13F portfolio, value $4,206,171.

    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 267,576 shares
    Change vs previous 13F +11,646 shares

    0.03% of the 13F portfolio, value $6,274,659.

    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: 0 shares
    • Kestra Advisory Services, LLC: 267,576 shares

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

  6. period ended2025-03-31
    13F/A 255,930 shares
    Change vs previous 13F -35,925 shares

    0.02% of the 13F portfolio, value $6,539,011.

    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: 35,477 shares
    • Kestra Advisory Services, LLC: 220,453 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 291,855 shares
    Change vs previous 13F -488,466 shares

    0.03% of the 13F portfolio, value $6,957,816.

    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: 68,362 shares
    • Kestra Advisory Services, LLC: 221,850 shares
    • Kestra Investment Management, LLC: 1,643 shares

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

  8. period ended2024-09-30
    13F 780,321 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,790,142.

    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: 161,272 shares
    • Kestra Advisory Services, LLC: 619,049 shares

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