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Kestra Advisory Services, LLC: FHI position timeline

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

Kestra Advisory Services, LLC held 482,246 FHI 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 482,246 shares
    Change vs previous 13F -13,301 shares

    0.07% of the 13F portfolio, value $26,629,632.

    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: 9,869 shares
    • Kestra Advisory Services, LLC: 472,377 shares

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

  2. period ended2026-03-31
    13F 495,547 shares
    Change vs previous 13F +27,861 shares

    0.08% of the 13F portfolio, value $28,102,463.

    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: 9,820 shares
    • Kestra Advisory Services, LLC: 485,727 shares

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

  3. period ended2025-12-31
    13F 467,686 shares
    Change vs previous 13F +457,856 shares

    0.08% of the 13F portfolio, value $24,352,411.

    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: 10,237 shares
    • Kestra Advisory Services, LLC: 457,449 shares

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

  4. period ended2025-09-30
    13F 9,830 shares
    Change vs previous 13F -826 shares

    0.01% of the 13F portfolio, value $510,470.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,830 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 10,656 shares
    Change vs previous 13F +9,406 shares

    <0.01% of the 13F portfolio, value $472,274.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,406 shares
    • Kestra Investment Management, LLC: 1,250 shares

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

  6. period ended2025-03-31
    13F/A 1,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,963.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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