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Kestra Advisory Services, LLC: FLOT position timeline

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

Kestra Advisory Services, LLC held 336,173 FLOT 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 336,173 shares
    Change vs previous 13F -991 shares

    0.04% of the 13F portfolio, value $17,161,672.

    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: 62,314 shares
    • Kestra Advisory Services, LLC: 273,859 shares

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

  2. period ended2026-03-31
    13F 337,164 shares
    Change vs previous 13F -8,531 shares

    0.05% of the 13F portfolio, value $17,178,491.

    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: 62,089 shares
    • Kestra Advisory Services, LLC: 275,075 shares

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

  3. period ended2025-12-31
    13F 345,695 shares
    Change vs previous 13F +101,359 shares

    0.05% of the 13F portfolio, value $17,582,044.

    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: 65,767 shares
    • Kestra Advisory Services, LLC: 279,928 shares

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

  4. period ended2025-09-30
    13F 244,336 shares
    Change vs previous 13F -6,014 shares

    0.04% of the 13F portfolio, value $12,481,910.

    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: 64,600 shares
    • Kestra Advisory Services, LLC: 179,736 shares

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

  5. period ended2025-06-30
    13F 250,350 shares
    Change vs previous 13F +74,662 shares

    0.05% of the 13F portfolio, value $12,772,878.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,840 shares
    • Kestra Advisory Services, LLC: 187,510 shares

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

  6. period ended2025-03-31
    13F 175,688 shares
    Change vs previous 13F -29,148 shares

    0.03% of the 13F portfolio, value $8,968,872.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,767 shares
    • Kestra Advisory Services, LLC: 116,921 shares

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

  7. period ended2024-12-31
    13F 204,836 shares
    Change vs previous 13F +35,430 shares

    0.04% of the 13F portfolio, value $10,422,056.

    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: 54,636 shares
    • Kestra Advisory Services, LLC: 150,200 shares

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

  8. period ended2024-09-30
    13F 169,406 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,646,496.

    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: 50,156 shares
    • Kestra Advisory Services, LLC: 119,250 shares

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