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Kestra Advisory Services, LLC: FLMI position timeline

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

Kestra Advisory Services, LLC held 550,351 FLMI 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 550,351 shares
    Change vs previous 13F +63,690 shares

    0.03% of the 13F portfolio, value $13,852,332.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 402,254 shares
    • Kestra Advisory Services, LLC: 148,097 shares

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

  2. period ended2026-03-31
    13F 486,661 shares
    Change vs previous 13F +14,095 shares

    0.03% of the 13F portfolio, value $12,064,326.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 385,554 shares
    • Kestra Advisory Services, LLC: 101,107 shares

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

  3. period ended2025-12-31
    13F 472,566 shares
    Change vs previous 13F +32,738 shares

    0.04% of the 13F portfolio, value $11,752,700.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 377,979 shares
    • Kestra Advisory Services, LLC: 94,587 shares

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

  4. period ended2025-09-30
    13F 439,828 shares
    Change vs previous 13F +57,531 shares

    0.04% of the 13F portfolio, value $10,894,542.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 362,490 shares
    • Kestra Advisory Services, LLC: 77,338 shares

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

  5. period ended2025-06-30
    13F 382,297 shares
    Change vs previous 13F +29,437 shares

    0.03% of the 13F portfolio, value $9,274,529.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 313,300 shares
    • Kestra Advisory Services, LLC: 68,997 shares

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

  6. period ended2025-03-31
    13F 352,860 shares
    Change vs previous 13F +30,160 shares

    0.03% of the 13F portfolio, value $8,623,898.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 296,034 shares
    • Kestra Advisory Services, LLC: 56,826 shares

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

  7. period ended2024-12-31
    13F 322,700 shares
    Change vs previous 13F +35,193 shares

    0.03% of the 13F portfolio, value $7,885,175.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 284,843 shares
    • Kestra Advisory Services, LLC: 37,857 shares

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

  8. period ended2024-09-30
    13F 287,507 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,190,559.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 254,125 shares
    • Kestra Advisory Services, LLC: 33,382 shares

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