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Kestra Advisory Services, LLC: FIS position timeline

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

Kestra Advisory Services, LLC held 93,395 FIS 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 93,395 shares
    Change vs previous 13F +65,421 shares

    0.01% of the 13F portfolio, value $3,669,174.

    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: 7,050 shares
    • Kestra Advisory Services, LLC: 86,345 shares

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

  2. period ended2026-03-31
    13F 27,974 shares
    Change vs previous 13F +2,170 shares

    <0.01% of the 13F portfolio, value $1,312,299.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,097 shares
    • Kestra Advisory Services, LLC: 13,877 shares

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

  3. period ended2025-12-31
    13F 25,804 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $1,714,966.

    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: 10,381 shares
    • Kestra Advisory Services, LLC: 15,423 shares

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

  4. period ended2025-09-30
    13F 26,694 shares
    Change vs previous 13F -2,578 shares

    0.01% of the 13F portfolio, value $1,760,214.

    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: 11,353 shares
    • Kestra Advisory Services, LLC: 15,341 shares

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

  5. period ended2025-06-30
    13F 29,272 shares
    Change vs previous 13F +2,100 shares

    0.01% of the 13F portfolio, value $2,382,994.

    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: 11,005 shares
    • Kestra Advisory Services, LLC: 18,267 shares

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

  6. period ended2025-03-31
    13F 27,172 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $2,029,205.

    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: 9,724 shares
    • Kestra Advisory Services, LLC: 17,448 shares

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

  7. period ended2024-12-31
    13F 27,032 shares
    Change vs previous 13F -50,937 shares

    0.01% of the 13F portfolio, value $2,183,374.

    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: 8,708 shares
    • Kestra Advisory Services, LLC: 18,324 shares

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

  8. period ended2024-09-30
    13F 77,969 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,529,891.

    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: 9,015 shares
    • Kestra Advisory Services, LLC: 68,954 shares

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