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Kestra Advisory Services, LLC: FSEP position timeline

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

Kestra Advisory Services, LLC held 118,430 FSEP 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 118,430 shares
    Change vs previous 13F -52,252 shares

    0.02% of the 13F portfolio, value $6,523,124.

    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: 7,440 shares
    • Kestra Advisory Services, LLC: 110,990 shares

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

  2. period ended2026-03-31
    13F 170,682 shares
    Change vs previous 13F +17,499 shares

    0.02% of the 13F portfolio, value $8,590,425.

    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: 8,240 shares
    • Kestra Advisory Services, LLC: 162,442 shares

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

  3. period ended2025-12-31
    13F 153,183 shares
    Change vs previous 13F +4,244 shares

    0.02% of the 13F portfolio, value $7,898,116.

    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: 9,210 shares
    • Kestra Advisory Services, LLC: 143,973 shares

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

  4. period ended2025-09-30
    13F 148,939 shares
    Change vs previous 13F -2,966 shares

    0.03% of the 13F portfolio, value $7,527,377.

    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: 9,210 shares
    • Kestra Advisory Services, LLC: 139,729 shares

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

  5. period ended2025-06-30
    13F 151,905 shares
    Change vs previous 13F -22,529 shares

    0.03% of the 13F portfolio, value $7,292,731.

    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: 8,495 shares
    • Kestra Advisory Services, LLC: 143,410 shares

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

  6. period ended2025-03-31
    13F 174,434 shares
    Change vs previous 13F -2,004 shares

    0.03% of the 13F portfolio, value $7,771,035.

    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: 11,433 shares
    • Kestra Advisory Services, LLC: 163,001 shares

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

  7. period ended2024-12-31
    13F 176,438 shares
    Change vs previous 13F +24,930 shares

    0.03% of the 13F portfolio, value $8,062,458.

    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: 8,795 shares
    • Kestra Advisory Services, LLC: 167,643 shares

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

  8. period ended2024-09-30
    13F 151,508 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,808,769.

    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: 9,695 shares
    • Kestra Advisory Services, LLC: 141,813 shares

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