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Kestra Advisory Services, LLC: FGD position timeline

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

Kestra Advisory Services, LLC held 78,955 FGD 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 78,955 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $2,525,782.

    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: 20,055 shares
    • Kestra Advisory Services, LLC: 58,900 shares

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

  2. period ended2026-03-31
    13F 79,322 shares
    Change vs previous 13F +10,587 shares

    0.01% of the 13F portfolio, value $2,532,725.

    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: 20,274 shares
    • Kestra Advisory Services, LLC: 59,048 shares

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

  3. period ended2025-12-31
    13F 68,735 shares
    Change vs previous 13F +8,443 shares

    0.01% of the 13F portfolio, value $2,080,610.

    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: 20,256 shares
    • Kestra Advisory Services, LLC: 48,479 shares

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

  4. period ended2025-09-30
    13F 60,292 shares
    Change vs previous 13F -8,288 shares

    0.01% of the 13F portfolio, value $1,733,388.

    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: 14,429 shares
    • Kestra Advisory Services, LLC: 45,863 shares

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

  5. period ended2025-06-30
    13F 68,580 shares
    Change vs previous 13F +3,995 shares

    0.01% of the 13F portfolio, value $1,888,707.

    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: 14,402 shares
    • Kestra Advisory Services, LLC: 54,178 shares

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

  6. period ended2025-03-31
    13F 64,585 shares
    Change vs previous 13F -1,654 shares

    0.01% of the 13F portfolio, value $1,562,957.

    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: 10,453 shares
    • Kestra Advisory Services, LLC: 54,132 shares

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

  7. period ended2024-12-31
    13F 66,239 shares
    Change vs previous 13F +7,700 shares

    0.01% of the 13F portfolio, value $1,473,155.

    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: 10,546 shares
    • Kestra Advisory Services, LLC: 55,693 shares

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

  8. period ended2024-09-30
    13F 58,539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,425,477.

    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: 10,514 shares
    • Kestra Advisory Services, LLC: 48,025 shares

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