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Kestra Advisory Services, LLC: FICO position timeline

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

Kestra Advisory Services, LLC held 611 FICO 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 611 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $730,011.

    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 494 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $527,365.

    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: 0 shares
    • Kestra Advisory Services, LLC: 494 shares

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

  3. period ended2025-12-31
    13F 703 shares
    Change vs previous 13F -78 shares

    <0.01% of the 13F portfolio, value $1,188,506.

    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: 200 shares
    • Kestra Advisory Services, LLC: 503 shares

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

  4. period ended2025-09-30
    13F 781 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $1,168,790.

    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: 327 shares
    • Kestra Advisory Services, LLC: 454 shares

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

  5. period ended2025-06-30
    13F 1,240 shares
    Change vs previous 13F +396 shares

    0.01% of the 13F portfolio, value $2,266,670.

    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: 474 shares
    • Kestra Advisory Services, LLC: 766 shares

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

  6. period ended2025-03-31
    13F 844 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $1,556,471.

    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: 180 shares
    • Kestra Advisory Services, LLC: 664 shares

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

  7. period ended2024-12-31
    13F 968 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $1,927,220.

    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: 299 shares
    • Kestra Advisory Services, LLC: 669 shares

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

  8. period ended2024-09-30
    13F 1,142 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,219,500.

    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: 216 shares
    • Kestra Advisory Services, LLC: 926 shares

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