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Kestra Advisory Services, LLC: FMAR position timeline

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

Kestra Advisory Services, LLC held 98,559 FMAR 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 98,559 shares
    Change vs previous 13F -23,043 shares

    0.01% of the 13F portfolio, value $5,150,694.

    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: 13,183 shares
    • Kestra Advisory Services, LLC: 85,376 shares

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

  2. period ended2026-03-31
    13F 121,602 shares
    Change vs previous 13F +23,628 shares

    0.02% of the 13F portfolio, value $5,896,481.

    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: 14,665 shares
    • Kestra Advisory Services, LLC: 106,937 shares

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

  3. period ended2025-12-31
    13F 97,974 shares
    Change vs previous 13F -1,635 shares

    0.01% of the 13F portfolio, value $4,650,336.

    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: 14,665 shares
    • Kestra Advisory Services, LLC: 83,309 shares

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

  4. period ended2025-09-30
    13F 99,609 shares
    Change vs previous 13F -15,373 shares

    0.02% of the 13F portfolio, value $4,620,861.

    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: 14,665 shares
    • Kestra Advisory Services, LLC: 84,944 shares

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

  5. period ended2025-06-30
    13F 114,982 shares
    Change vs previous 13F +8,273 shares

    0.02% of the 13F portfolio, value $5,155,793.

    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: 15,365 shares
    • Kestra Advisory Services, LLC: 99,617 shares

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

  6. period ended2025-03-31
    13F 106,709 shares
    Change vs previous 13F -2,969 shares

    0.02% of the 13F portfolio, value $4,503,120.

    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: 15,365 shares
    • Kestra Advisory Services, LLC: 91,344 shares

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

  7. period ended2024-12-31
    13F 109,678 shares
    Change vs previous 13F +2,284 shares

    0.02% of the 13F portfolio, value $4,745,768.

    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: 15,365 shares
    • Kestra Advisory Services, LLC: 94,313 shares

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

  8. period ended2024-09-30
    13F 107,394 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,538,470.

    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: 19,440 shares
    • Kestra Advisory Services, LLC: 87,954 shares

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