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Kestra Advisory Services, LLC: FEP position timeline

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

Kestra Advisory Services, LLC held 24,570 FEP 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 24,570 shares
    Change vs previous 13F +4,348 shares

    <0.01% of the 13F portfolio, value $1,401,740.

    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: 7,507 shares
    • Kestra Advisory Services, LLC: 17,063 shares

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

  2. period ended2026-03-31
    13F 20,222 shares
    Change vs previous 13F -1,119 shares

    <0.01% of the 13F portfolio, value $1,104,309.

    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: 7,490 shares
    • Kestra Advisory Services, LLC: 12,732 shares

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

  3. period ended2025-12-31
    13F 21,341 shares
    Change vs previous 13F +376 shares

    <0.01% of the 13F portfolio, value $1,147,196.

    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: 7,421 shares
    • Kestra Advisory Services, LLC: 13,920 shares

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

  4. period ended2025-09-30
    13F 20,965 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $1,073,095.

    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: 6,869 shares
    • Kestra Advisory Services, LLC: 14,096 shares

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

  5. period ended2025-06-30
    13F 22,506 shares
    Change vs previous 13F +2,513 shares

    <0.01% of the 13F portfolio, value $1,075,804.

    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: 6,477 shares
    • Kestra Advisory Services, LLC: 16,029 shares

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

  6. period ended2025-03-31
    13F/A 19,993 shares
    Change vs previous 13F -1,984 shares

    <0.01% of the 13F portfolio, value $816,314.

    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: 6,209 shares
    • Kestra Advisory Services, LLC: 13,784 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 21,977 shares
    Change vs previous 13F +1,028 shares

    <0.01% of the 13F portfolio, value $787,096.

    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: 6,206 shares
    • Kestra Advisory Services, LLC: 15,738 shares
    • Kestra Investment Management, LLC: 33 shares

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

  8. period ended2024-09-30
    13F 20,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $815,754.

    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: 5,354 shares
    • Kestra Advisory Services, LLC: 15,595 shares

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