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Kestra Advisory Services, LLC: FR position timeline

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

Kestra Advisory Services, LLC held 4,876 FR 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 4,876 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $298,938.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,051 shares
    Change vs previous 13F -8,842 shares

    <0.01% of the 13F portfolio, value $294,701.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,051 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 13,893 shares
    Change vs previous 13F +2,481 shares

    <0.01% of the 13F portfolio, value $795,659.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,079 shares
    • Kestra Investment Management, LLC: 7,814 shares

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

  4. period ended2025-09-30
    13F 11,412 shares
    Change vs previous 13F -1,467 shares

    <0.01% of the 13F portfolio, value $587,356.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,162 shares
    • Kestra Investment Management, LLC: 7,250 shares

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

  5. period ended2025-06-30
    13F/A 12,879 shares
    Change vs previous 13F +1,538 shares

    0.02% of the 13F portfolio, value $619,859.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 11,341 shares
    Change vs previous 13F +7,654 shares

    0.02% of the 13F portfolio, value $611,961.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $184,804.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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