Kestra Advisory Services, LLC: FHLC position timeline

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

Kestra Advisory Services, LLC held 294,809 FHLC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 294,809 shares
Change vs previous 13F -18,311 shares
0.06% of the 13F portfolio, value $22,773,945.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,409 shares
- Kestra Advisory Services, LLC: 269,400 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 313,120 shares
Change vs previous 13F +23,041 shares
0.06% of the 13F portfolio, value $22,031,133.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,174 shares
- Kestra Advisory Services, LLC: 287,946 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 290,079 shares
Change vs previous 13F +1,723 shares
0.07% of the 13F portfolio, value $21,547,062.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,036 shares
- Kestra Advisory Services, LLC: 264,043 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 288,356 shares
Change vs previous 13F -19,279 shares
0.07% of the 13F portfolio, value $19,282,371.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,286 shares
- Kestra Advisory Services, LLC: 262,070 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 307,635 shares
Change vs previous 13F +56,343 shares
0.07% of the 13F portfolio, value $19,673,230.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,445 shares
- Kestra Advisory Services, LLC: 280,190 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 251,292 shares
Change vs previous 13F -16,871 shares
0.06% of the 13F portfolio, value $17,168,270.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,859 shares
- Kestra Advisory Services, LLC: 224,433 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 268,163 shares
Change vs previous 13F +12,510 shares
0.07% of the 13F portfolio, value $17,524,433.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,969 shares
- Kestra Advisory Services, LLC: 241,144 shares
- Kestra Investment Management, LLC: 50 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 255,653 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $18,611,540.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,013 shares
- Kestra Advisory Services, LLC: 228,640 shares
Acceptance time not in the bulk data set (spec §4.2).