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Kestra Advisory Services, LLC: FLTB position timeline

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

Kestra Advisory Services, LLC held 160,459 FLTB 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 160,459 shares
    Change vs previous 13F +42,264 shares

    0.02% of the 13F portfolio, value $8,043,811.

    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: 53,614 shares
    • Kestra Advisory Services, LLC: 106,845 shares

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

  2. period ended2026-03-31
    13F 118,195 shares
    Change vs previous 13F -34,472 shares

    0.02% of the 13F portfolio, value $5,941,662.

    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: 35,776 shares
    • Kestra Advisory Services, LLC: 82,419 shares

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

  3. period ended2025-12-31
    13F 152,667 shares
    Change vs previous 13F +58,419 shares

    0.02% of the 13F portfolio, value $7,734,072.

    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: 39,447 shares
    • Kestra Advisory Services, LLC: 113,220 shares

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

  4. period ended2025-09-30
    13F 94,248 shares
    Change vs previous 13F +50,085 shares

    0.02% of the 13F portfolio, value $4,774,598.

    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: 42,200 shares
    • Kestra Advisory Services, LLC: 52,048 shares

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

  5. period ended2025-06-30
    13F 44,163 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $2,225,813.

    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: 39,879 shares
    • Kestra Advisory Services, LLC: 4,284 shares

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

  6. period ended2025-03-31
    13F 43,681 shares
    Change vs previous 13F -504 shares

    0.04% of the 13F portfolio, value $2,187,981.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 44,185 shares
    Change vs previous 13F -9,060 shares

    0.04% of the 13F portfolio, value $2,192,902.

    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: 44,185 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 53,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,681,669.

    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: 48,943 shares
    • Kestra Advisory Services, LLC: 4,302 shares

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