Skip to content
Disclosery

Kestra Advisory Services, LLC: FFDI position timeline

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

Kestra Advisory Services, LLC held 12,633 FFDI 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 12,633 shares
    Change vs previous 13F -13,172 shares

    <0.01% of the 13F portfolio, value $412,971.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,633 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 25,805 shares
    Change vs previous 13F +2,546 shares

    <0.01% of the 13F portfolio, value $765,491.

    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: 11,306 shares
    • Kestra Advisory Services, LLC: 14,499 shares

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

  3. period ended2025-12-31
    13F 23,259 shares
    Change vs previous 13F +4,143 shares

    <0.01% of the 13F portfolio, value $702,800.

    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: 9,273 shares
    • Kestra Advisory Services, LLC: 13,986 shares

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

  4. period ended2025-09-30
    13F 19,116 shares
    Change vs previous 13F +8,400 shares

    <0.01% of the 13F portfolio, value $575,740.

    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: 8,502 shares
    • Kestra Advisory Services, LLC: 10,614 shares

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

  5. period ended2025-06-30
    13F 10,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,142.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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