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Kestra Advisory Services, LLC: FOCT position timeline

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

Kestra Advisory Services, LLC held 100,072 FOCT 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 100,072 shares
    Change vs previous 13F -24,197 shares

    0.01% of the 13F portfolio, value $5,232,765.

    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: 17,118 shares
    • Kestra Advisory Services, LLC: 82,954 shares

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

  2. period ended2026-03-31
    13F 124,269 shares
    Change vs previous 13F +14,267 shares

    0.02% of the 13F portfolio, value $5,925,146.

    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: 17,118 shares
    • Kestra Advisory Services, LLC: 107,151 shares

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

  3. period ended2025-12-31
    13F 110,002 shares
    Change vs previous 13F +6,568 shares

    0.02% of the 13F portfolio, value $5,388,998.

    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: 17,618 shares
    • Kestra Advisory Services, LLC: 92,384 shares

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

  4. period ended2025-09-30
    13F 103,434 shares
    Change vs previous 13F -8,524 shares

    0.02% of the 13F portfolio, value $4,914,150.

    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: 16,568 shares
    • Kestra Advisory Services, LLC: 86,866 shares

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

  5. period ended2025-06-30
    13F 111,958 shares
    Change vs previous 13F +6,228 shares

    0.02% of the 13F portfolio, value $5,012,360.

    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: 16,913 shares
    • Kestra Advisory Services, LLC: 95,045 shares

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

  6. period ended2025-03-31
    13F 105,730 shares
    Change vs previous 13F -11,908 shares

    0.02% of the 13F portfolio, value $4,387,796.

    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: 16,913 shares
    • Kestra Advisory Services, LLC: 88,817 shares

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

  7. period ended2024-12-31
    13F 117,638 shares
    Change vs previous 13F +38,006 shares

    0.02% of the 13F portfolio, value $5,014,908.

    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: 18,038 shares
    • Kestra Advisory Services, LLC: 99,600 shares

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

  8. period ended2024-09-30
    13F 79,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,364,850.

    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: 17,538 shares
    • Kestra Advisory Services, LLC: 62,094 shares

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