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Kestra Advisory Services, LLC: FN position timeline

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

Kestra Advisory Services, LLC held 4,243 FN 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 4,243 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $2,385,092.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,696 shares
    • Kestra Investment Management, LLC: 1,547 shares

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

  2. period ended2026-03-31
    13F 4,355 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $2,271,220.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,377 shares
    • Kestra Investment Management, LLC: 978 shares

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

  3. period ended2025-12-31
    13F 4,144 shares
    Change vs previous 13F +2,291 shares

    0.01% of the 13F portfolio, value $1,886,680.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,136 shares
    • Kestra Investment Management, LLC: 1,008 shares

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

  4. period ended2025-09-30
    13F 1,853 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $675,641.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 921 shares
    • Kestra Investment Management, LLC: 932 shares

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

  5. period ended2025-06-30
    13F/A 1,716 shares
    Change vs previous 13F -415 shares

    <0.01% of the 13F portfolio, value $505,671.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,009 shares
    • Kestra Investment Management, LLC: 707 shares

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

  6. period ended2025-03-31
    13F/A 2,131 shares
    Change vs previous 13F -1,416 shares

    0.01% of the 13F portfolio, value $420,894.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Investment Management, LLC: 2,131 shares

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

  7. period ended2024-12-31
    13F 3,547 shares
    Change vs previous 13F +2,128 shares

    0.01% of the 13F portfolio, value $779,914.

    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: 2,450 shares
    • Kestra Investment Management, LLC: 1,097 shares

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

  8. period ended2024-09-30
    13F 1,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,508.

    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: 1,419 shares
    • Kestra Advisory Services, LLC: 0 shares

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