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Kestra Advisory Services, LLC: FSMB position timeline

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

Kestra Advisory Services, LLC held 154,865 FSMB 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 154,865 shares
    Change vs previous 13F +9,933 shares

    0.01% of the 13F portfolio, value $3,095,757.

    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: 33,229 shares
    • Kestra Advisory Services, LLC: 121,636 shares

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

  2. period ended2026-03-31
    13F 144,932 shares
    Change vs previous 13F +38,791 shares

    0.01% of the 13F portfolio, value $2,892,839.

    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: 33,750 shares
    • Kestra Advisory Services, LLC: 111,182 shares

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

  3. period ended2025-12-31
    13F 106,141 shares
    Change vs previous 13F -1,030 shares

    0.01% of the 13F portfolio, value $2,127,604.

    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: 13,236 shares
    • Kestra Advisory Services, LLC: 92,905 shares

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

  4. period ended2025-09-30
    13F 107,171 shares
    Change vs previous 13F -1,586 shares

    0.01% of the 13F portfolio, value $2,151,993.

    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: 14,437 shares
    • Kestra Advisory Services, LLC: 92,734 shares

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

  5. period ended2025-06-30
    13F 108,757 shares
    Change vs previous 13F -70,580 shares

    0.01% of the 13F portfolio, value $2,164,808.

    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: 11,689 shares
    • Kestra Advisory Services, LLC: 97,068 shares

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

  6. period ended2025-03-31
    13F 179,337 shares
    Change vs previous 13F -116,264 shares

    0.01% of the 13F portfolio, value $3,563,426.

    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: 15,015 shares
    • Kestra Advisory Services, LLC: 164,322 shares

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

  7. period ended2024-12-31
    13F 295,601 shares
    Change vs previous 13F -29,178 shares

    0.02% of the 13F portfolio, value $5,864,724.

    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: 41,802 shares
    • Kestra Advisory Services, LLC: 253,799 shares

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

  8. period ended2024-09-30
    13F 324,779 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,498,830.

    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: 44,312 shares
    • Kestra Advisory Services, LLC: 280,467 shares

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