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Kestra Advisory Services, LLC: FLRN position timeline

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

Kestra Advisory Services, LLC held 143,051 FLRN 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 143,051 shares
    Change vs previous 13F +2,004 shares

    0.01% of the 13F portfolio, value $4,413,126.

    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: 107,453 shares
    • Kestra Advisory Services, LLC: 35,598 shares

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

  2. period ended2026-03-31
    13F 141,047 shares
    Change vs previous 13F -4,341 shares

    0.01% of the 13F portfolio, value $4,341,435.

    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: 106,443 shares
    • Kestra Advisory Services, LLC: 34,604 shares

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

  3. period ended2025-12-31
    13F 145,388 shares
    Change vs previous 13F +11,732 shares

    0.01% of the 13F portfolio, value $4,467,755.

    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: 104,802 shares
    • Kestra Advisory Services, LLC: 40,586 shares

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

  4. period ended2025-09-30
    13F 133,656 shares
    Change vs previous 13F +5,504 shares

    0.01% of the 13F portfolio, value $4,124,615.

    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: 102,969 shares
    • Kestra Advisory Services, LLC: 30,687 shares

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

  5. period ended2025-06-30
    13F 128,152 shares
    Change vs previous 13F -3,379 shares

    0.01% of the 13F portfolio, value $3,950,912.

    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: 101,333 shares
    • Kestra Advisory Services, LLC: 26,819 shares

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

  6. period ended2025-03-31
    13F 131,531 shares
    Change vs previous 13F +24,006 shares

    0.02% of the 13F portfolio, value $4,053,786.

    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: 100,219 shares
    • Kestra Advisory Services, LLC: 31,312 shares

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

  7. period ended2024-12-31
    13F 107,525 shares
    Change vs previous 13F -1,595 shares

    0.01% of the 13F portfolio, value $3,304,243.

    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: 74,586 shares
    • Kestra Advisory Services, LLC: 32,939 shares

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

  8. period ended2024-09-30
    13F 109,120 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,366,342.

    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: 60,267 shares
    • Kestra Advisory Services, LLC: 48,853 shares

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