Kestra Advisory Services, LLC: FPEI position timeline

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

Kestra Advisory Services, LLC held 87,234 FPEI 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 87,234 shares
Change vs previous 13F -12,376 shares
<0.01% of the 13F portfolio, value $1,682,743.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 54,227 shares
- Kestra Advisory Services, LLC: 33,007 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 99,610 shares
Change vs previous 13F -16,726 shares
0.01% of the 13F portfolio, value $1,892,593.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 54,363 shares
- Kestra Advisory Services, LLC: 45,247 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 116,336 shares
Change vs previous 13F -20,812 shares
0.01% of the 13F portfolio, value $2,255,748.
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: 53,641 shares
- Kestra Advisory Services, LLC: 62,695 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 137,148 shares
Change vs previous 13F +48,778 shares
0.01% of the 13F portfolio, value $2,652,436.
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: 53,221 shares
- Kestra Advisory Services, LLC: 83,927 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 88,370 shares
Change vs previous 13F +3,570 shares
0.01% of the 13F portfolio, value $1,678,154.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 52,664 shares
- Kestra Advisory Services, LLC: 35,706 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 84,800 shares
Change vs previous 13F +15,978 shares
0.01% of the 13F portfolio, value $1,585,760.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,922 shares
- Kestra Advisory Services, LLC: 39,878 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 68,822 shares
Change vs previous 13F -8,486 shares
<0.01% of the 13F portfolio, value $1,286,972.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,807 shares
- Kestra Advisory Services, LLC: 24,671 shares
- Kestra Investment Management, LLC: 344 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 77,308 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,474,263.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH 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: 49,976 shares
- Kestra Advisory Services, LLC: 27,332 shares
Acceptance time not in the bulk data set (spec §4.2).