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Kestra Advisory Services, LLC: FEZ position timeline

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

Kestra Advisory Services, LLC held 84,169 FEZ 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 84,169 shares
    Change vs previous 13F +1,166 shares

    0.01% of the 13F portfolio, value $5,780,713.

    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: 13,581 shares
    • Kestra Advisory Services, LLC: 70,588 shares

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

  2. period ended2026-03-31
    13F 83,003 shares
    Change vs previous 13F +9,494 shares

    0.01% of the 13F portfolio, value $5,152,807.

    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: 6,852 shares
    • Kestra Advisory Services, LLC: 76,151 shares

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

  3. period ended2025-12-31
    13F 73,509 shares
    Change vs previous 13F +12,229 shares

    0.01% of the 13F portfolio, value $4,733,197.

    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: 7,084 shares
    • Kestra Advisory Services, LLC: 66,425 shares

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

  4. period ended2025-09-30
    13F 61,280 shares
    Change vs previous 13F +10,566 shares

    0.01% of the 13F portfolio, value $3,806,732.

    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: 6,242 shares
    • Kestra Advisory Services, LLC: 55,038 shares

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

  5. period ended2025-06-30
    13F 50,714 shares
    Change vs previous 13F +235 shares

    0.01% of the 13F portfolio, value $3,029,137.

    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: 5,658 shares
    • Kestra Advisory Services, LLC: 45,056 shares

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

  6. period ended2025-03-31
    13F 50,479 shares
    Change vs previous 13F +8,943 shares

    0.01% of the 13F portfolio, value $2,746,562.

    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: 7,415 shares
    • Kestra Advisory Services, LLC: 43,064 shares

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

  7. period ended2024-12-31
    13F 41,536 shares
    Change vs previous 13F +1,785 shares

    0.01% of the 13F portfolio, value $1,999,958.

    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 39,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,116,340.

    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: 0 shares
    • Kestra Advisory Services, LLC: 39,751 shares

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