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Kestra Advisory Services, LLC: FFSM position timeline

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

Kestra Advisory Services, LLC held 49,496 FFSM 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 49,496 shares
    Change vs previous 13F +9,209 shares

    <0.01% of the 13F portfolio, value $1,891,248.

    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: 8,190 shares
    • Kestra Advisory Services, LLC: 41,306 shares

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

  2. period ended2026-03-31
    13F 40,287 shares
    Change vs previous 13F +10,235 shares

    <0.01% of the 13F portfolio, value $1,287,196.

    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: 9,706 shares
    • Kestra Advisory Services, LLC: 30,581 shares

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

  3. period ended2025-12-31
    13F 30,052 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $922,297.

    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: 13,178 shares
    • Kestra Advisory Services, LLC: 16,874 shares

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

  4. period ended2025-09-30
    13F 29,020 shares
    Change vs previous 13F -9,789 shares

    <0.01% of the 13F portfolio, value $847,699.

    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: 12,744 shares
    • Kestra Advisory Services, LLC: 16,276 shares

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

  5. period ended2025-06-30
    13F 38,809 shares
    Change vs previous 13F +21,218 shares

    <0.01% of the 13F portfolio, value $1,055,217.

    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: 13,026 shares
    • Kestra Advisory Services, LLC: 25,783 shares

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

  6. period ended2025-03-31
    13F 17,591 shares
    Change vs previous 13F -6,889 shares

    <0.01% of the 13F portfolio, value $443,997.

    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 24,480 shares
    Change vs previous 13F +12,182 shares

    <0.01% of the 13F portfolio, value $658,022.

    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 12,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,471.

    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).