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Kestra Advisory Services, LLC: FLDR position timeline

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

Kestra Advisory Services, LLC held 406,348 FLDR 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 406,348 shares
    Change vs previous 13F +104,206 shares

    0.07% of the 13F portfolio, value $20,362,079.

    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 302,142 shares
    Change vs previous 13F +35,883 shares

    0.06% of the 13F portfolio, value $15,122,213.

    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: 0 shares
    • Kestra Advisory Services, LLC: 302,142 shares

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

  3. period ended2025-12-31
    13F 266,259 shares
    Change vs previous 13F +50,317 shares

    0.04% of the 13F portfolio, value $13,374,172.

    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: 19,859 shares
    • Kestra Advisory Services, LLC: 246,400 shares

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

  4. period ended2025-09-30
    13F 215,942 shares
    Change vs previous 13F +40,002 shares

    0.04% of the 13F portfolio, value $10,840,313.

    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: 20,038 shares
    • Kestra Advisory Services, LLC: 195,904 shares

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

  5. period ended2025-06-30
    13F 175,940 shares
    Change vs previous 13F +43,751 shares

    0.04% of the 13F portfolio, value $8,809,295.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 132,189 shares
    Change vs previous 13F +91,661 shares

    0.03% of the 13F portfolio, value $6,625,313.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 40,528 shares
    Change vs previous 13F +7,696 shares

    0.01% of the 13F portfolio, value $2,023,563.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 32,832 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,648,474.

    13F-HR 0001830819-24-000009 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).