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Kestra Advisory Services, LLC: FNDF position timeline

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

Kestra Advisory Services, LLC held 442,733 FNDF 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 442,733 shares
    Change vs previous 13F +105,638 shares

    0.06% of the 13F portfolio, value $23,358,595.

    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: 284,942 shares
    • Kestra Advisory Services, LLC: 157,791 shares

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

  2. period ended2026-03-31
    13F 337,095 shares
    Change vs previous 13F +42,312 shares

    0.05% of the 13F portfolio, value $16,494,072.

    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: 180,998 shares
    • Kestra Advisory Services, LLC: 156,097 shares

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

  3. period ended2025-12-31
    13F 294,783 shares
    Change vs previous 13F +112,280 shares

    0.04% of the 13F portfolio, value $13,327,144.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,458 shares
    • Kestra Advisory Services, LLC: 126,325 shares

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

  4. period ended2025-09-30
    13F 182,503 shares
    Change vs previous 13F +122,912 shares

    0.03% of the 13F portfolio, value $7,840,341.

    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: 159,805 shares
    • Kestra Advisory Services, LLC: 22,698 shares

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

  5. period ended2025-06-30
    13F 59,591 shares
    Change vs previous 13F +5,829 shares

    0.01% of the 13F portfolio, value $2,384,831.

    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: 32,047 shares
    • Kestra Advisory Services, LLC: 27,544 shares

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

  6. period ended2025-03-31
    13F 53,762 shares
    Change vs previous 13F +1,831 shares

    0.01% of the 13F portfolio, value $1,942,959.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,221 shares
    • Kestra Advisory Services, LLC: 24,541 shares

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

  7. period ended2024-12-31
    13F 51,931 shares
    Change vs previous 13F +11,313 shares

    0.01% of the 13F portfolio, value $1,724,629.

    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: 28,222 shares
    • Kestra Advisory Services, LLC: 23,709 shares

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

  8. period ended2024-09-30
    13F 40,618 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,517,902.

    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: 19,713 shares
    • Kestra Advisory Services, LLC: 20,905 shares

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