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Kestra Advisory Services, LLC: FIDU position timeline

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

Kestra Advisory Services, LLC held 224,890 FIDU 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 224,890 shares
    Change vs previous 13F +24,132 shares

    0.06% of the 13F portfolio, value $22,401,270.

    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: 100,169 shares
    • Kestra Advisory Services, LLC: 124,721 shares

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

  2. period ended2026-03-31
    13F 200,758 shares
    Change vs previous 13F +81,883 shares

    0.05% of the 13F portfolio, value $17,369,581.

    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: 95,802 shares
    • Kestra Advisory Services, LLC: 104,956 shares

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

  3. period ended2025-12-31
    13F 118,875 shares
    Change vs previous 13F +7,120 shares

    0.03% of the 13F portfolio, value $9,804,853.

    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: 33,704 shares
    • Kestra Advisory Services, LLC: 85,171 shares

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

  4. period ended2025-09-30
    13F 111,755 shares
    Change vs previous 13F +5,844 shares

    0.03% of the 13F portfolio, value $9,157,220.

    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: 34,365 shares
    • Kestra Advisory Services, LLC: 77,390 shares

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

  5. period ended2025-06-30
    13F 105,911 shares
    Change vs previous 13F +1,989 shares

    0.03% of the 13F portfolio, value $8,211,266.

    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: 30,012 shares
    • Kestra Advisory Services, LLC: 75,899 shares

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

  6. period ended2025-03-31
    13F 103,922 shares
    Change vs previous 13F +22,945 shares

    0.03% of the 13F portfolio, value $7,115,539.

    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: 28,984 shares
    • Kestra Advisory Services, LLC: 74,938 shares

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

  7. period ended2024-12-31
    13F 80,977 shares
    Change vs previous 13F +10,939 shares

    0.02% of the 13F portfolio, value $5,693,495.

    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: 28,117 shares
    • Kestra Advisory Services, LLC: 52,860 shares

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

  8. period ended2024-09-30
    13F 70,038 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,054,658.

    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: 27,922 shares
    • Kestra Advisory Services, LLC: 42,116 shares

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