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Kestra Advisory Services, LLC: FIX position timeline

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

Kestra Advisory Services, LLC held 7,664 FIX 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 7,664 shares
    Change vs previous 13F -583 shares

    0.03% of the 13F portfolio, value $15,188,412.

    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: 390 shares
    • Kestra Advisory Services, LLC: 6,870 shares
    • Kestra Investment Management, LLC: 404 shares

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

  2. period ended2026-03-31
    13F 8,247 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $11,372,193.

    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: 755 shares
    • Kestra Advisory Services, LLC: 6,221 shares
    • Kestra Investment Management, LLC: 1,271 shares

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

  3. period ended2025-12-31
    13F 8,394 shares
    Change vs previous 13F -299 shares

    0.02% of the 13F portfolio, value $7,834,243.

    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: 1,243 shares
    • Kestra Advisory Services, LLC: 5,687 shares
    • Kestra Investment Management, LLC: 1,464 shares

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

  4. period ended2025-09-30
    13F 8,693 shares
    Change vs previous 13F -2,428 shares

    0.02% of the 13F portfolio, value $7,173,209.

    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: 1,329 shares
    • Kestra Advisory Services, LLC: 5,329 shares
    • Kestra Investment Management, LLC: 2,035 shares

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

  5. period ended2025-06-30
    13F/A 11,121 shares
    Change vs previous 13F +984 shares

    0.02% of the 13F portfolio, value $5,963,307.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,652 shares
    • Kestra Advisory Services, LLC: 4,479 shares
    • Kestra Investment Management, LLC: 4,990 shares

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

  6. period ended2025-03-31
    13F/A 10,137 shares
    Change vs previous 13F +1,295 shares

    0.01% of the 13F portfolio, value $3,267,460.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,423 shares
    • Kestra Advisory Services, LLC: 3,898 shares
    • Kestra Investment Management, LLC: 4,816 shares

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

  7. period ended2024-12-31
    13F 8,842 shares
    Change vs previous 13F +859 shares

    0.01% of the 13F portfolio, value $3,749,971.

    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: 1,826 shares
    • Kestra Advisory Services, LLC: 3,536 shares
    • Kestra Investment Management, LLC: 3,480 shares

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

  8. period ended2024-09-30
    13F 7,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,130,377.

    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: 1,783 shares
    • Kestra Advisory Services, LLC: 3,483 shares
    • Kestra Investment Management, LLC: 2,717 shares

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