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Kestra Advisory Services, LLC: FQAL position timeline

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

Kestra Advisory Services, LLC held 824,425 FQAL 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 824,425 shares
    Change vs previous 13F -141,065 shares

    0.17% of the 13F portfolio, value $67,075,889.

    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: 63,636 shares
    • Kestra Advisory Services, LLC: 760,789 shares

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

  2. period ended2026-03-31
    13F 965,490 shares
    Change vs previous 13F +224,257 shares

    0.2% of the 13F portfolio, value $70,094,546.

    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: 65,682 shares
    • Kestra Advisory Services, LLC: 899,808 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 741,233 shares
    Change vs previous 13F +48,032 shares

    0.15% of the 13F portfolio, value $56,029,811.

    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: 63,011 shares
    • Kestra Advisory Services, LLC: 673,383 shares
    • Kestra Investment Management, LLC: 4,839 shares

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

  4. period ended2025-09-30
    13F 693,201 shares
    Change vs previous 13F +26,514 shares

    0.16% of the 13F portfolio, value $51,795,941.

    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: 56,936 shares
    • Kestra Advisory Services, LLC: 633,349 shares
    • Kestra Investment Management, LLC: 2,916 shares

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

  5. period ended2025-06-30
    13F/A 666,687 shares
    Change vs previous 13F +58,923 shares

    0.15% of the 13F portfolio, value $46,421,423.

    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: 54,644 shares
    • Kestra Advisory Services, LLC: 608,828 shares
    • Kestra Investment Management, LLC: 3,215 shares

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

  6. period ended2025-03-31
    13F/A 607,764 shares
    Change vs previous 13F +20,952 shares

    0.15% of the 13F portfolio, value $38,994,138.

    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: 51,832 shares
    • Kestra Advisory Services, LLC: 555,932 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 586,812 shares
    Change vs previous 13F +63,087 shares

    0.14% of the 13F portfolio, value $38,395,109.

    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: 44,019 shares
    • Kestra Advisory Services, LLC: 540,878 shares
    • Kestra Investment Management, LLC: 1,915 shares

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

  8. period ended2024-09-30
    13F 523,725 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $33,989,741.

    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: 23,251 shares
    • Kestra Advisory Services, LLC: 500,474 shares

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