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Kestra Advisory Services, LLC: FRDM position timeline

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

Kestra Advisory Services, LLC held 477,013 FRDM 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 477,013 shares
    Change vs previous 13F +34,482 shares

    0.11% of the 13F portfolio, value $34,774,236.

    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 442,531 shares
    Change vs previous 13F +69,312 shares

    0.09% of the 13F portfolio, value $24,184,337.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 373,219 shares
    Change vs previous 13F +12,229 shares

    0.08% of the 13F portfolio, value $19,134,938.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 360,990 shares
    Change vs previous 13F -1,972 shares

    0.07% of the 13F portfolio, value $15,995,479.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 362,962 shares
    Change vs previous 13F -2,748 shares

    0.07% of the 13F portfolio, value $14,663,671.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 365,710 shares
    Change vs previous 13F +9,346 shares

    0.06% of the 13F portfolio, value $12,818,977.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 356,364 shares
    Change vs previous 13F +13,678 shares

    0.06% of the 13F portfolio, value $11,645,976.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 342,686 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,261,318.

    13F-HR 0001830819-24-000009 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).