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Kestra Advisory Services, LLC: FNDX position timeline

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

Kestra Advisory Services, LLC held 357,777 FNDX 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 357,777 shares
    Change vs previous 13F -16,381 shares

    0.03% of the 13F portfolio, value $11,126,855.

    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: 14,800 shares
    • Kestra Advisory Services, LLC: 342,977 shares

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

  2. period ended2026-03-31
    13F 374,158 shares
    Change vs previous 13F +6,824 shares

    0.03% of the 13F portfolio, value $10,420,301.

    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: 14,966 shares
    • Kestra Advisory Services, LLC: 359,192 shares

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

  3. period ended2025-12-31
    13F 367,334 shares
    Change vs previous 13F +924 shares

    0.03% of the 13F portfolio, value $9,995,153.

    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: 17,211 shares
    • Kestra Advisory Services, LLC: 350,123 shares

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

  4. period ended2025-09-30
    13F 366,410 shares
    Change vs previous 13F +12,721 shares

    0.03% of the 13F portfolio, value $9,636,573.

    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: 10,960 shares
    • Kestra Advisory Services, LLC: 355,450 shares

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

  5. period ended2025-06-30
    13F 353,689 shares
    Change vs previous 13F -367,201 shares

    0.03% of the 13F portfolio, value $8,679,528.

    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: 10,140 shares
    • Kestra Advisory Services, LLC: 343,549 shares

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

  6. period ended2025-03-31
    13F 720,890 shares
    Change vs previous 13F -453,071 shares

    0.08% of the 13F portfolio, value $17,020,213.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,173,961 shares
    Change vs previous 13F +706,828 shares

    0.15% of the 13F portfolio, value $27,799,396.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 467,133 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $33,521,471.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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