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Kestra Advisory Services, LLC: FLRT position timeline

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

Kestra Advisory Services, LLC held 295,742 FLRT 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 295,742 shares
    Change vs previous 13F -7,557 shares

    0.03% of the 13F portfolio, value $13,790,466.

    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: 54,018 shares
    • Kestra Advisory Services, LLC: 241,724 shares

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

  2. period ended2026-03-31
    13F 303,299 shares
    Change vs previous 13F +20,629 shares

    0.04% of the 13F portfolio, value $14,045,780.

    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: 51,623 shares
    • Kestra Advisory Services, LLC: 251,676 shares

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

  3. period ended2025-12-31
    13F 282,670 shares
    Change vs previous 13F +50,796 shares

    0.04% of the 13F portfolio, value $13,323,653.

    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: 45,492 shares
    • Kestra Advisory Services, LLC: 237,178 shares

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

  4. period ended2025-09-30
    13F 231,874 shares
    Change vs previous 13F +36,832 shares

    0.04% of the 13F portfolio, value $10,988,504.

    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: 34,141 shares
    • Kestra Advisory Services, LLC: 197,733 shares

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

  5. period ended2025-06-30
    13F 195,042 shares
    Change vs previous 13F +14,889 shares

    0.03% of the 13F portfolio, value $9,284,011.

    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: 18,685 shares
    • Kestra Advisory Services, LLC: 176,357 shares

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

  6. period ended2025-03-31
    13F 180,153 shares
    Change vs previous 13F +78,063 shares

    0.03% of the 13F portfolio, value $8,483,404.

    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: 15,781 shares
    • Kestra Advisory Services, LLC: 164,372 shares

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

  7. period ended2024-12-31
    13F 102,090 shares
    Change vs previous 13F -425,351 shares

    0.02% of the 13F portfolio, value $4,853,358.

    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: 4,806 shares
    • Kestra Advisory Services, LLC: 97,284 shares

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

  8. period ended2024-09-30
    13F 527,441 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,048,175.

    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: 4,253 shares
    • Kestra Advisory Services, LLC: 523,188 shares

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