Kestra Advisory Services, LLC: FPE position timeline

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

Kestra Advisory Services, LLC held 3,237,819 FPE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 3,237,819 shares
Change vs previous 13F +152,433 shares
0.14% of the 13F portfolio, value $57,892,220.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 816,488 shares
- Kestra Advisory Services, LLC: 2,421,331 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,085,386 shares
Change vs previous 13F +141,603 shares
0.16% of the 13F portfolio, value $54,765,600.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 659,740 shares
- Kestra Advisory Services, LLC: 2,425,646 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,943,783 shares
Change vs previous 13F +90,044 shares
0.17% of the 13F portfolio, value $53,635,715.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 626,213 shares
- Kestra Advisory Services, LLC: 2,317,570 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,853,739 shares
Change vs previous 13F -218,439 shares
0.18% of the 13F portfolio, value $52,052,202.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 615,320 shares
- Kestra Advisory Services, LLC: 2,238,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,072,178 shares
Change vs previous 13F -75,742 shares
0.2% of the 13F portfolio, value $54,684,764.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 603,821 shares
- Kestra Advisory Services, LLC: 2,468,357 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,147,920 shares
Change vs previous 13F +58,017 shares
0.21% of the 13F portfolio, value $55,371,912.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 581,594 shares
- Kestra Advisory Services, LLC: 2,566,326 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,089,903 shares
Change vs previous 13F +209,082 shares
0.2% of the 13F portfolio, value $54,691,283.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 611,867 shares
- Kestra Advisory Services, LLC: 2,476,663 shares
- Kestra Investment Management, LLC: 1,373 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,880,821 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $52,142,868.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 602,312 shares
- Kestra Advisory Services, LLC: 2,278,509 shares
Acceptance time not in the bulk data set (spec §4.2).