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Kestra Advisory Services, LLC: FNX position timeline

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

Kestra Advisory Services, LLC held 120,414 FNX 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 120,414 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $17,622,060.

    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: 47,086 shares
    • Kestra Advisory Services, LLC: 73,328 shares

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

  2. period ended2026-03-31
    13F 120,543 shares
    Change vs previous 13F -2,800 shares

    0.04% of the 13F portfolio, value $15,458,655.

    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: 46,614 shares
    • Kestra Advisory Services, LLC: 73,929 shares

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

  3. period ended2025-12-31
    13F 123,343 shares
    Change vs previous 13F +1,094 shares

    0.05% of the 13F portfolio, value $15,538,263.

    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: 45,996 shares
    • Kestra Advisory Services, LLC: 77,347 shares

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

  4. period ended2025-09-30
    13F 122,249 shares
    Change vs previous 13F +7,033 shares

    0.05% of the 13F portfolio, value $15,330,749.

    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: 43,901 shares
    • Kestra Advisory Services, LLC: 78,348 shares

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

  5. period ended2025-06-30
    13F 115,216 shares
    Change vs previous 13F -116,903 shares

    0.05% of the 13F portfolio, value $13,232,542.

    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: 42,671 shares
    • Kestra Advisory Services, LLC: 72,545 shares

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

  6. period ended2025-03-31
    13F 232,119 shares
    Change vs previous 13F +4,096 shares

    0.09% of the 13F portfolio, value $25,296,328.

    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: 39,931 shares
    • Kestra Advisory Services, LLC: 192,188 shares

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

  7. period ended2024-12-31
    13F 228,023 shares
    Change vs previous 13F +10,160 shares

    0.11% of the 13F portfolio, value $26,386,821.

    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: 40,374 shares
    • Kestra Advisory Services, LLC: 187,649 shares

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

  8. period ended2024-09-30
    13F 217,863 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,522,676.

    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: 42,729 shares
    • Kestra Advisory Services, LLC: 175,134 shares

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