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Kestra Advisory Services, LLC: FISV position timeline

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

Kestra Advisory Services, LLC held 68,115 FISV 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 68,115 shares
    Change vs previous 13F -8,478 shares

    0.01% of the 13F portfolio, value $3,341,041.

    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 76,593 shares
    Change vs previous 13F +21,363 shares

    0.02% of the 13F portfolio, value $4,273,862.

    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 55,230 shares
    Change vs previous 13F +12,991 shares

    0.02% of the 13F portfolio, value $3,709,766.

    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: 0 shares
    • Kestra Advisory Services, LLC: 55,230 shares

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

  4. period ended2025-09-30
    13F 42,239 shares
    Change vs previous 13F -8,290 shares

    0.02% of the 13F portfolio, value $5,445,849.

    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: 6,746 shares
    • Kestra Advisory Services, LLC: 35,493 shares

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

  5. period ended2025-06-30
    13F/A 50,529 shares
    Change vs previous 13F -2,436 shares

    0.03% of the 13F portfolio, value $8,711,619.

    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: 7,953 shares
    • Kestra Advisory Services, LLC: 42,576 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 52,965 shares
    Change vs previous 13F -69 shares

    0.04% of the 13F portfolio, value $11,696,262.

    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: 7,891 shares
    • Kestra Advisory Services, LLC: 45,044 shares
    • Kestra Investment Management, LLC: 30 shares

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

  7. period ended2024-12-31
    13F 53,034 shares
    Change vs previous 13F -59,272 shares

    0.04% of the 13F portfolio, value $10,894,245.

    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: 7,661 shares
    • Kestra Advisory Services, LLC: 45,131 shares
    • Kestra Investment Management, LLC: 242 shares

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

  8. period ended2024-09-30
    13F 112,306 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $20,175,799.

    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: 6,373 shares
    • Kestra Advisory Services, LLC: 105,933 shares

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