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Kestra Advisory Services, LLC: FRT position timeline

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

Kestra Advisory Services, LLC held 7,081 FRT 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 7,081 shares
    Change vs previous 13F -6,373 shares

    <0.01% of the 13F portfolio, value $874,108.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,139 shares
    • Kestra Advisory Services, LLC: 2,942 shares

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

  2. period ended2026-03-31
    13F 13,454 shares
    Change vs previous 13F +3,985 shares

    <0.01% of the 13F portfolio, value $1,428,938.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,523 shares
    • Kestra Advisory Services, LLC: 2,931 shares

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

  3. period ended2025-12-31
    13F 9,469 shares
    Change vs previous 13F +226 shares

    <0.01% of the 13F portfolio, value $954,521.

    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: 3,849 shares
    • Kestra Advisory Services, LLC: 5,620 shares

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

  4. period ended2025-09-30
    13F 9,243 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $936,334.

    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: 3,746 shares
    • Kestra Advisory Services, LLC: 5,497 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 8,831 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $838,812.

    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: 4,070 shares
    • Kestra Advisory Services, LLC: 4,755 shares
    • Kestra Investment Management, LLC: 6 shares

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

  6. period ended2025-03-31
    13F 9,446 shares
    Change vs previous 13F -2,194 shares

    <0.01% of the 13F portfolio, value $924,008.

    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: 4,505 shares
    • Kestra Advisory Services, LLC: 4,941 shares

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

  7. period ended2024-12-31
    13F 11,640 shares
    Change vs previous 13F +11,640 shares

    0.01% of the 13F portfolio, value $1,303,100.

    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: 3,898 shares
    • Kestra Advisory Services, LLC: 7,742 shares

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.