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Kestra Advisory Services, LLC: FREL position timeline

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

Kestra Advisory Services, LLC held 45,792 FREL 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 45,792 shares
    Change vs previous 13F -1,741 shares

    <0.01% of the 13F portfolio, value $1,341,711.

    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 47,533 shares
    Change vs previous 13F +2,692 shares

    <0.01% of the 13F portfolio, value $1,279,108.

    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 44,841 shares
    Change vs previous 13F -1,303 shares

    <0.01% of the 13F portfolio, value $1,205,787.

    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 46,144 shares
    Change vs previous 13F -6,903 shares

    0.01% of the 13F portfolio, value $1,283,265.

    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 53,047 shares
    Change vs previous 13F +7,232 shares

    0.01% of the 13F portfolio, value $1,434,379.

    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/A 45,815 shares
    Change vs previous 13F -6,562 shares

    0.01% of the 13F portfolio, value $1,258,538.

    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: 0 shares
    • Kestra Advisory Services, LLC: 45,815 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 52,377 shares
    Change vs previous 13F +12,557 shares

    0.01% of the 13F portfolio, value $1,415,226.

    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: 13,045 shares
    • Kestra Advisory Services, LLC: 38,162 shares
    • Kestra Investment Management, LLC: 1,170 shares

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

  8. period ended2024-09-30
    13F 39,820 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,173,903.

    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).