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Kestra Advisory Services, LLC: FHEQ position timeline

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

Kestra Advisory Services, LLC held 168,610 FHEQ 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 168,610 shares
    Change vs previous 13F +2,538 shares

    0.02% of the 13F portfolio, value $5,552,318.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 166,072 shares
    Change vs previous 13F +2,414 shares

    0.02% of the 13F portfolio, value $4,885,835.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 163,658 shares
    Change vs previous 13F +47,132 shares

    0.02% of the 13F portfolio, value $5,058,661.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 116,526 shares
    Change vs previous 13F +20,239 shares

    0.02% of the 13F portfolio, value $3,575,008.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 96,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,774,999.

    13F-HR 0001830819-25-000009 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).