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Kestra Advisory Services, LLC: FLTR position timeline

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

Kestra Advisory Services, LLC held 333,284 FLTR 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 333,284 shares
    Change vs previous 13F -10,578 shares

    0.02% of the 13F portfolio, value $8,535,402.

    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: 172,534 shares
    • Kestra Advisory Services, LLC: 160,750 shares

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

  2. period ended2026-03-31
    13F 343,862 shares
    Change vs previous 13F +70,333 shares

    0.03% of the 13F portfolio, value $8,761,606.

    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: 191,602 shares
    • Kestra Advisory Services, LLC: 152,260 shares

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

  3. period ended2025-12-31
    13F 273,529 shares
    Change vs previous 13F +30,815 shares

    0.02% of the 13F portfolio, value $6,969,516.

    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: 136,166 shares
    • Kestra Advisory Services, LLC: 137,363 shares

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

  4. period ended2025-09-30
    13F 242,714 shares
    Change vs previous 13F +8,378 shares

    0.02% of the 13F portfolio, value $6,206,185.

    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: 134,973 shares
    • Kestra Advisory Services, LLC: 107,741 shares

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

  5. period ended2025-06-30
    13F 234,336 shares
    Change vs previous 13F +94,771 shares

    0.02% of the 13F portfolio, value $5,975,561.

    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: 127,402 shares
    • Kestra Advisory Services, LLC: 106,934 shares

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

  6. period ended2025-03-31
    13F 139,565 shares
    Change vs previous 13F +15,082 shares

    0.01% of the 13F portfolio, value $3,565,885.

    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: 46,259 shares
    • Kestra Advisory Services, LLC: 93,306 shares

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

  7. period ended2024-12-31
    13F 124,483 shares
    Change vs previous 13F +7,429 shares

    0.01% of the 13F portfolio, value $3,168,092.

    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: 46,643 shares
    • Kestra Advisory Services, LLC: 77,840 shares

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

  8. period ended2024-09-30
    13F 117,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,981,365.

    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: 49,090 shares
    • Kestra Advisory Services, LLC: 67,964 shares

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