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Kestra Advisory Services, LLC: FESM position timeline

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

Kestra Advisory Services, LLC held 851,879 FESM 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 851,879 shares
    Change vs previous 13F +93,519 shares

    0.1% of the 13F portfolio, value $41,137,254.

    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: 61,590 shares
    • Kestra Advisory Services, LLC: 790,289 shares

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

  2. period ended2026-03-31
    13F 758,360 shares
    Change vs previous 13F +273,926 shares

    0.08% of the 13F portfolio, value $28,817,662.

    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: 45,989 shares
    • Kestra Advisory Services, LLC: 712,371 shares

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

  3. period ended2025-12-31
    13F 484,434 shares
    Change vs previous 13F +342,661 shares

    0.06% of the 13F portfolio, value $18,301,916.

    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: 32,190 shares
    • Kestra Advisory Services, LLC: 452,244 shares

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

  4. period ended2025-09-30
    13F 141,773 shares
    Change vs previous 13F +56,629 shares

    0.02% of the 13F portfolio, value $5,183,236.

    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: 10,623 shares
    • Kestra Advisory Services, LLC: 131,150 shares

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

  5. period ended2025-06-30
    13F 85,144 shares
    Change vs previous 13F +46,607 shares

    0.01% of the 13F portfolio, value $2,723,767.

    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 38,537 shares
    Change vs previous 13F +3,398 shares

    0.01% of the 13F portfolio, value $1,136,071.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 35,139 shares
    Change vs previous 13F +10,486 shares

    0.01% of the 13F portfolio, value $1,136,747.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 24,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $793,203.

    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).