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Kestra Advisory Services, LLC: FEX position timeline

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

Kestra Advisory Services, LLC held 20,171 FEX 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 20,171 shares
    Change vs previous 13F -5,382 shares

    0.01% of the 13F portfolio, value $2,821,490.

    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: 8,745 shares
    • Kestra Advisory Services, LLC: 11,426 shares

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

  2. period ended2026-03-31
    13F 25,553 shares
    Change vs previous 13F +3,179 shares

    0.01% of the 13F portfolio, value $3,115,565.

    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: 9,117 shares
    • Kestra Advisory Services, LLC: 16,436 shares

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

  3. period ended2025-12-31
    13F 22,374 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $2,653,893.

    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: 9,727 shares
    • Kestra Advisory Services, LLC: 12,647 shares

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

  4. period ended2025-09-30
    13F 22,145 shares
    Change vs previous 13F -5,518 shares

    0.01% of the 13F portfolio, value $2,586,964.

    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: 9,813 shares
    • Kestra Advisory Services, LLC: 12,332 shares

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

  5. period ended2025-06-30
    13F 27,663 shares
    Change vs previous 13F +438 shares

    0.01% of the 13F portfolio, value $3,041,851.

    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: 9,746 shares
    • Kestra Advisory Services, LLC: 17,917 shares

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

  6. period ended2025-03-31
    13F 27,225 shares
    Change vs previous 13F -1,415 shares

    0.01% of the 13F portfolio, value $2,789,473.

    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: 10,044 shares
    • Kestra Advisory Services, LLC: 17,181 shares

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

  7. period ended2024-12-31
    13F 28,640 shares
    Change vs previous 13F +1,151 shares

    0.01% of the 13F portfolio, value $2,987,018.

    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: 9,677 shares
    • Kestra Advisory Services, LLC: 18,963 shares

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

  8. period ended2024-09-30
    13F 27,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,863,523.

    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: 9,138 shares
    • Kestra Advisory Services, LLC: 18,351 shares

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