Kestra Advisory Services, LLC: FIW position timeline

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

Kestra Advisory Services, LLC held 228,066 FIW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 228,066 shares
Change vs previous 13F +11,740 shares
0.06% of the 13F portfolio, value $24,977,848.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 162,472 shares
- Kestra Advisory Services, LLC: 65,594 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 216,326 shares
Change vs previous 13F +15,891 shares
0.06% of the 13F portfolio, value $22,309,730.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 141,242 shares
- Kestra Advisory Services, LLC: 75,084 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 200,435 shares
Change vs previous 13F +13,608 shares
0.07% of the 13F portfolio, value $21,775,290.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 134,599 shares
- Kestra Advisory Services, LLC: 65,836 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 186,827 shares
Change vs previous 13F +34,229 shares
0.07% of the 13F portfolio, value $20,990,038.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 128,112 shares
- Kestra Advisory Services, LLC: 58,715 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 152,598 shares
Change vs previous 13F +20,111 shares
0.06% of the 13F portfolio, value $16,477,521.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 92,285 shares
- Kestra Advisory Services, LLC: 60,313 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 132,487 shares
Change vs previous 13F -5,662 shares
0.05% of the 13F portfolio, value $13,342,765.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 70,016 shares
- Kestra Advisory Services, LLC: 62,471 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 138,149 shares
Change vs previous 13F +7,150 shares
0.05% of the 13F portfolio, value $14,098,105.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 66,723 shares
- Kestra Advisory Services, LLC: 70,641 shares
- Kestra Investment Management, LLC: 785 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 130,999 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $14,322,139.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 61,518 shares
- Kestra Advisory Services, LLC: 69,481 shares
Acceptance time not in the bulk data set (spec §4.2).