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Kestra Advisory Services, LLC: FERG position timeline

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

Kestra Advisory Services, LLC held 30,547 FERG 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 30,547 shares
    Change vs previous 13F +27,772 shares

    0.02% of the 13F portfolio, value $7,249,708.

    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: 1,484 shares
    • Kestra Advisory Services, LLC: 29,063 shares

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

  2. period ended2026-03-31
    13F 2,775 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $647,332.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,485 shares
    • Kestra Advisory Services, LLC: 1,290 shares

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

  3. period ended2025-12-31
    13F 2,919 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $649,946.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,487 shares
    • Kestra Advisory Services, LLC: 1,432 shares

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

  4. period ended2025-09-30
    13F 2,664 shares
    Change vs previous 13F +1,375 shares

    <0.01% of the 13F portfolio, value $598,188.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,424 shares
    • Kestra Advisory Services, LLC: 1,240 shares

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

  5. period ended2025-06-30
    13F 1,289 shares
    Change vs previous 13F +1,289 shares

    <0.01% of the 13F portfolio, value $280,644.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -7,544 shares

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,544 shares
    Change vs previous 13F -1,654 shares

    0.01% of the 13F portfolio, value $1,309,412.

    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: 7,426 shares
    • Kestra Investment Management, LLC: 118 shares

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

  8. period ended2024-09-30
    13F 9,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,826,498.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,743 shares
    • Kestra Investment Management, LLC: 1,455 shares

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