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Kestra Advisory Services, LLC: FIDI position timeline

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

Kestra Advisory Services, LLC held 112,284 FIDI 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 112,284 shares
    Change vs previous 13F +2,164 shares

    0.01% of the 13F portfolio, value $3,073,205.

    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 110,120 shares
    Change vs previous 13F +3,348 shares

    0.01% of the 13F portfolio, value $3,039,869.

    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 106,772 shares
    Change vs previous 13F +2,829 shares

    0.01% of the 13F portfolio, value $2,766,458.

    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 103,943 shares
    Change vs previous 13F +17,781 shares

    0.01% of the 13F portfolio, value $2,543,195.

    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 86,162 shares
    Change vs previous 13F -50,956 shares

    0.01% of the 13F portfolio, value $2,006,701.

    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 137,118 shares
    Change vs previous 13F -41,050 shares

    0.01% of the 13F portfolio, value $2,939,659.

    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 178,168 shares
    Change vs previous 13F -16,283 shares

    0.02% of the 13F portfolio, value $3,474,062.

    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 194,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,231,074.

    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).