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Kestra Advisory Services, LLC: FID position timeline

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

Kestra Advisory Services, LLC held 58,250 FID 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 58,250 shares
    Change vs previous 13F -5,206 shares

    <0.01% of the 13F portfolio, value $1,250,015.

    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 63,456 shares
    Change vs previous 13F +12,941 shares

    0.01% of the 13F portfolio, value $1,329,079.

    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 50,515 shares
    Change vs previous 13F +2,437 shares

    <0.01% of the 13F portfolio, value $1,038,080.

    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 48,078 shares
    Change vs previous 13F -1,785 shares

    <0.01% of the 13F portfolio, value $947,140.

    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 49,863 shares
    Change vs previous 13F +8,075 shares

    <0.01% of the 13F portfolio, value $958,373.

    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).

  6. period ended2025-03-31
    13F 41,788 shares
    Change vs previous 13F -5,139 shares

    <0.01% of the 13F portfolio, value $720,843.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 46,927 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $763,972.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 46,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $817,559.

    13F-HR 0001830819-24-000009 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).