Kestra Advisory Services, LLC: FIXD position timeline

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

Kestra Advisory Services, LLC held 165,216 FIXD 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 165,216 shares
Change vs previous 13F -10,162 shares
0.02% of the 13F portfolio, value $7,205,078.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 18,757 shares
- Kestra Advisory Services, LLC: 146,459 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 175,378 shares
Change vs previous 13F -17,999 shares
0.02% of the 13F portfolio, value $7,644,768.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,755 shares
- Kestra Advisory Services, LLC: 152,623 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 193,377 shares
Change vs previous 13F +2,898 shares
0.03% of the 13F portfolio, value $8,570,465.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,510 shares
- Kestra Advisory Services, LLC: 165,867 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 190,479 shares
Change vs previous 13F -54,488 shares
0.03% of the 13F portfolio, value $8,461,063.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,881 shares
- Kestra Advisory Services, LLC: 163,598 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 244,967 shares
Change vs previous 13F -13,384 shares
0.04% of the 13F portfolio, value $10,751,588.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,559 shares
- Kestra Advisory Services, LLC: 219,408 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 258,351 shares
Change vs previous 13F -272,975 shares
0.04% of the 13F portfolio, value $11,326,108.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,274 shares
- Kestra Advisory Services, LLC: 232,077 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 531,326 shares
Change vs previous 13F -58,043 shares
0.09% of the 13F portfolio, value $22,831,078.
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: 31,375 shares
- Kestra Advisory Services, LLC: 498,755 shares
- Kestra Investment Management, LLC: 1,196 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 589,369 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $26,663,032.
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: 50,540 shares
- Kestra Advisory Services, LLC: 538,829 shares
Acceptance time not in the bulk data set (spec §4.2).