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Kestra Advisory Services, LLC: FMB position timeline

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

Kestra Advisory Services, LLC held 185,789 FMB 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 185,789 shares
    Change vs previous 13F +11,470 shares

    0.02% of the 13F portfolio, value $9,543,484.

    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: 21,776 shares
    • Kestra Advisory Services, LLC: 164,013 shares

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

  2. period ended2026-03-31
    13F 174,319 shares
    Change vs previous 13F +7,466 shares

    0.03% of the 13F portfolio, value $8,831,023.

    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: 22,355 shares
    • Kestra Advisory Services, LLC: 151,964 shares

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

  3. period ended2025-12-31
    13F 166,853 shares
    Change vs previous 13F -14,359 shares

    0.03% of the 13F portfolio, value $8,532,006.

    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: 22,168 shares
    • Kestra Advisory Services, LLC: 144,685 shares

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

  4. period ended2025-09-30
    13F 181,212 shares
    Change vs previous 13F -2,396 shares

    0.03% of the 13F portfolio, value $9,187,745.

    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: 22,524 shares
    • Kestra Advisory Services, LLC: 158,688 shares

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

  5. period ended2025-06-30
    13F 183,608 shares
    Change vs previous 13F -1,462 shares

    0.03% of the 13F portfolio, value $9,147,326.

    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: 21,318 shares
    • Kestra Advisory Services, LLC: 162,290 shares

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

  6. period ended2025-03-31
    13F 185,070 shares
    Change vs previous 13F -23,150 shares

    0.04% of the 13F portfolio, value $9,331,637.

    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: 20,045 shares
    • Kestra Advisory Services, LLC: 165,025 shares

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

  7. period ended2024-12-31
    13F 208,220 shares
    Change vs previous 13F +19,179 shares

    0.04% of the 13F portfolio, value $10,621,303.

    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: 14,452 shares
    • Kestra Advisory Services, LLC: 193,768 shares

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

  8. period ended2024-09-30
    13F 189,041 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,822,587.

    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: 15,038 shares
    • Kestra Advisory Services, LLC: 174,003 shares

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